Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
REDWOOD WEALTH MANAGEMENT GROUP LLC 08-09-2024 06-30-2024 1199 132,787,511
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
HNHAF EQTY 1 $5,629,735 855,089 0.00 855,089 +Inf 06-30-2024
MSFT EQTY 2 $4,922,535 11,014 0.00 11,014 +Inf 06-30-2024
MICROSOFT CORP COM Liquidated $0 0 0.00 0.00 -530 -4.60 06-30-2024
AAPL EQTY 4 $3,949,058 18,750 0.00 18,750 +Inf 06-30-2024
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