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 |
|---|---|---|---|---|---|---|---|---|---|
| CLAR | EQTY | 1201 | $713 | 106 | 0.00 | 106 | +Inf | 06-30-2024 | |
| LBRDA | EQTY | 1202 | $710 | 13 | 0.00 | 13 | +Inf | 06-30-2024 | |
| SLB | EQTY | 1203 | $708 | 15 | 0.00 | 15 | +Inf | 06-30-2024 | |
| EMRAF | EQTY | 1204 | $701 | 21 | 0.00 | 21 | +Inf | 06-30-2024 |
