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 |
|---|---|---|---|---|---|---|---|---|---|
| CEG | EQTY | 301 | $143,393 | 716 | 0.00 | 716 | +Inf | 06-30-2024 | |
| CCI | EQTY | 302 | $143,320 | 1,467 | 0.00 | 1,467 | +Inf | 06-30-2024 | |
| MS | EQTY | 303 | $142,606 | 1,467 | 0.00 | 1,467 | +Inf | 06-30-2024 | |
| DTM | EQTY | 304 | $139,929 | 1,970 | 0.00 | 1,970 | +Inf | 06-30-2024 |
