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 |
|---|---|---|---|---|---|---|---|---|---|
| KLAC | EQTY | 1101 | $1,649 | 2 | 0.00 | 2 | +Inf | 06-30-2024 | |
| PROSY | EQTY | 1102 | $1,621 | 227 | 0.00 | 227 | +Inf | 06-30-2024 | |
| FAN | EQTY | 1103 | $1,621 | 100 | 0.00 | 100 | +Inf | 06-30-2024 | |
| CUZ | EQTY | 1104 | $1,621 | 70 | 0.00 | 70 | +Inf | 06-30-2024 |
