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 |
|---|---|---|---|---|---|---|---|---|---|
| CMCSA | EQTY | 401 | $73,699 | 1,882 | 0.00 | 1,882 | +Inf | 06-30-2024 | |
| COP | EQTY | 402 | $73,432 | 642 | 0.00 | 642 | +Inf | 06-30-2024 | |
| BROS | EQTY | 403 | $72,450 | 1,750 | 0.00 | 1,750 | +Inf | 06-30-2024 | |
| XSLV | EQTY | 404 | $72,036 | 1,650 | 0.00 | 1,650 | +Inf | 06-30-2024 |
