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 |
|---|---|---|---|---|---|---|---|---|---|
| SDGR | EQTY | 201 | $271,398 | 14,033 | 0.00 | 14,033 | +Inf | 06-30-2024 | |
| BP | EQTY | 202 | $269,883 | 7,476 | 0.00 | 7,476 | +Inf | 06-30-2024 | |
| BIOMARIN PHARMACEUTICAL INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -200 | -6.67 | 03-31-2024 |
| BHP GROUP LTD | SPONSORED ADS | Liquidated | $0 | 0 | 0.00 | 0.00 | 150 | 3.35 | 06-30-2024 |
