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 |
|---|---|---|---|---|---|---|---|---|---|
| ALB | EQTY | 351 | $100,930 | 1,057 | 0.00 | 1,057 | +Inf | 06-30-2024 | |
| AOSL | EQTY | 352 | $100,899 | 2,700 | 0.00 | 2,700 | +Inf | 06-30-2024 | |
| ABBNY | EQTY | 353 | $100,278 | 1,800 | 0.00 | 1,800 | +Inf | 06-30-2024 | |
| DM | EQTY | 354 | $100,264 | 24,277 | 0.00 | 24,277 | +Inf | 06-30-2024 |
