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 |
|---|---|---|---|---|---|---|---|---|---|
| META PLATFORMS INC | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 26 | 2.37 | 06-30-2024 |
| EPD | EQTY | 102 | $541,719 | 18,693 | 0.00 | 18,693 | +Inf | 06-30-2024 | |
| RIO TINTO PLC | SPONSORED ADR | Liquidated | $0 | 0 | 0.00 | 0.00 | 37 | 0.44 | 06-30-2024 |
| ENTERPRISE PRODS PARTNERS L | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -2,844 | -13.33 | 06-30-2024 |
