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 |
|---|---|---|---|---|---|---|---|---|---|
| NEW YORK CMNTY BANCORP INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -673 | -3.21 | 03-31-2024 |
| BA | EQTY | 252 | $206,945 | 1,137 | 0.00 | 1,137 | +Inf | 06-30-2024 | |
| CLX | EQTY | 253 | $204,457 | 1,498 | 0.00 | 1,498 | +Inf | 06-30-2024 | |
| SQM | EQTY | 254 | $202,854 | 4,978 | 0.00 | 4,978 | +Inf | 06-30-2024 |
