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 |
|---|---|---|---|---|---|---|---|---|---|
| SPRU | EQTY | 1001 | $3,234 | 886 | 0.00 | 886 | +Inf | 06-30-2024 | |
| BEEM | EQTY | 1002 | $3,227 | 700 | 0.00 | 700 | +Inf | 06-30-2024 | |
| GLD | EQTY | 1003 | $3,225 | 15 | 0.00 | 15 | +Inf | 06-30-2024 | |
| DOCU | EQTY | 1004 | $3,210 | 60 | 0.00 | 60 | +Inf | 06-30-2024 |
