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
OBE EQTY 1301 $239 32 0.00 32 +Inf 06-30-2024
NDSN EQTY 1302 $232 1 0.00 1 +Inf 06-30-2024
DXCM EQTY 1303 $227 2 0.00 2 +Inf 06-30-2024
FSLR EQTY 1304 $225 1 0.00 1 +Inf 06-30-2024
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