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 |
|---|---|---|---|---|---|---|---|---|---|
| INSG | EQTY | 1151 | $1,226 | 115 | 0.00 | 115 | +Inf | 06-30-2024 | |
| DSX | EQTY | 1152 | $1,224 | 428 | 0.00 | 428 | +Inf | 06-30-2024 | |
| CLDX | EQTY | 1153 | $1,221 | 33 | 0.00 | 33 | +Inf | 06-30-2024 | |
| ACN | EQTY | 1154 | $1,214 | 4 | 0.00 | 4 | +Inf | 06-30-2024 |
