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 |
|---|---|---|---|---|---|---|---|---|---|
| ZIM | EQTY | 651 | $16,628 | 750 | 0.00 | 750 | +Inf | 06-30-2024 | |
| KNTK | EQTY | 652 | $16,576 | 400 | 0.00 | 400 | +Inf | 06-30-2024 | |
| COHU | EQTY | 653 | $16,550 | 500 | 0.00 | 500 | +Inf | 06-30-2024 | |
| AVIR | EQTY | 654 | $16,550 | 5,000 | 0.00 | 5,000 | +Inf | 06-30-2024 |
