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 |
|---|---|---|---|---|---|---|---|---|---|
| EEM | EQTY | 601 | $22,573 | 530 | 0.00 | 530 | +Inf | 06-30-2024 | |
| AFL | EQTY | 602 | $22,499 | 252 | 0.00 | 252 | +Inf | 06-30-2024 | |
| GVI | EQTY | 603 | $22,198 | 214 | 0.00 | 214 | +Inf | 06-30-2024 | |
| STX | EQTY | 604 | $22,100 | 214 | 0.00 | 214 | +Inf | 06-30-2024 |
