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 |
|---|---|---|---|---|---|---|---|---|---|
| BTAI | EQTY | 851 | $6,886 | 5,380 | 0.00 | 5,380 | +Inf | 06-30-2024 | |
| GSLC | EQTY | 852 | $6,845 | 64 | 0.00 | 64 | +Inf | 06-30-2024 | |
| VIK | EQTY | 853 | $6,788 | 200 | 0.00 | 200 | +Inf | 06-30-2024 | |
| MYRG | EQTY | 854 | $6,786 | 50 | 0.00 | 50 | +Inf | 06-30-2024 |
