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 |
|---|---|---|---|---|---|---|---|---|---|
| HWM | EQTY | 1251 | $388 | 5 | 0.00 | 5 | +Inf | 06-30-2024 | |
| AMLX | EQTY | 1252 | $380 | 200 | 0.00 | 200 | +Inf | 06-30-2024 | |
| L | EQTY | 1253 | $374 | 5 | 0.00 | 5 | +Inf | 06-30-2024 | |
| HUM | EQTY | 1254 | $374 | 1 | 0.00 | 1 | +Inf | 06-30-2024 |
