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 |
|---|---|---|---|---|---|---|---|---|---|
| CE | EQTY | 701 | $13,489 | 100 | 0.00 | 100 | +Inf | 06-30-2024 | |
| VIRT | EQTY | 702 | $13,470 | 600 | 0.00 | 600 | +Inf | 06-30-2024 | |
| TRV | EQTY | 703 | $13,143 | 65 | 0.00 | 65 | +Inf | 06-30-2024 | |
| PWR | EQTY | 704 | $12,959 | 51 | 0.00 | 51 | +Inf | 06-30-2024 |
