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 |
|---|---|---|---|---|---|---|---|---|---|
| TMUS | EQTY | 451 | $54,616 | 310 | 0.00 | 310 | +Inf | 06-30-2024 | |
| SCZ | EQTY | 452 | $54,182 | 879 | 0.00 | 879 | +Inf | 06-30-2024 | |
| BNDX | EQTY | 453 | $54,121 | 1,112 | 0.00 | 1,112 | +Inf | 06-30-2024 | |
| SLVYY | EQTY | 454 | $53,728 | 15,664 | 0.00 | 15,664 | +Inf | 06-30-2024 |
