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 |
|---|---|---|---|---|---|---|---|---|---|
| PANW | EQTY | 151 | $398,676 | 1,176 | 0.00 | 1,176 | +Inf | 06-30-2024 | |
| IWB | EQTY | 152 | $397,513 | 1,336 | 0.00 | 1,336 | +Inf | 06-30-2024 | |
| DEVON ENERGY CORP NEW | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 2,326 | 41.64 | 06-30-2024 |
| MRNA | EQTY | 154 | $396,863 | 3,342 | 0.00 | 3,342 | +Inf | 06-30-2024 |
