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 |
|---|---|---|---|---|---|---|---|---|---|
| BRX | EQTY | 751 | $10,391 | 450 | 0.00 | 450 | +Inf | 06-30-2024 | |
| MBB | EQTY | 752 | $10,375 | 113 | 0.00 | 113 | +Inf | 06-30-2024 | |
| CHD | EQTY | 753 | $10,368 | 100 | 0.00 | 100 | +Inf | 06-30-2024 | |
| LOW | EQTY | 754 | $10,362 | 47 | 0.00 | 47 | +Inf | 06-30-2024 |
