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 |
|---|---|---|---|---|---|---|---|---|---|
| UEC | EQTY | 801 | $8,721 | 1,451 | 0.00 | 1,451 | +Inf | 06-30-2024 | |
| ARQIT QUANTUM INC | ORDINARY SHARES | Liquidated | $0 | 0 | 0.00 | 0.00 | -4,000 | -17.90 | 03-31-2024 |
| OC | EQTY | 803 | $8,686 | 50 | 0.00 | 50 | +Inf | 06-30-2024 | |
| CW | EQTY | 804 | $8,671 | 32 | 0.00 | 32 | +Inf | 06-30-2024 |
