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 |
|---|---|---|---|---|---|---|---|---|---|
| IYJ | EQTY | 1051 | $2,389 | 20 | 0.00 | 20 | +Inf | 06-30-2024 | |
| DTEGY | EQTY | 1052 | $2,368 | 94 | 0.00 | 94 | +Inf | 06-30-2024 | |
| EDIT | EQTY | 1053 | $2,335 | 500 | 0.00 | 500 | +Inf | 06-30-2024 | |
| FTS | EQTY | 1054 | $2,330 | 60 | 0.00 | 60 | +Inf | 06-30-2024 |
