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 |
|---|---|---|---|---|---|---|---|---|---|
| DIVO | EQTY | 501 | $42,612 | 1,101 | 0.00 | 1,101 | +Inf | 06-30-2024 | |
| IUSG | EQTY | 502 | $42,451 | 333 | 0.00 | 333 | +Inf | 06-30-2024 | |
| AVK | EQTY | 503 | $42,316 | 3,550 | 0.00 | 3,550 | +Inf | 06-30-2024 | |
| GOVT | EQTY | 504 | $41,845 | 1,854 | 0.00 | 1,854 | +Inf | 06-30-2024 |
