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 |
|---|---|---|---|---|---|---|---|---|---|
| CATERPILLAR INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -343 | -11.36 | 06-30-2024 |
| AON PLC | SHS CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| AMAZON COM INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -192 | -3.49 | 06-30-2024 |
| MCDONALDS CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -233 | -6.59 | 06-30-2024 |
