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 |
|---|---|---|---|---|---|---|---|---|---|
| NKE | EQTY | 901 | $5,577 | 74 | 0.00 | 74 | +Inf | 06-30-2024 | |
| IWP | EQTY | 902 | $5,518 | 50 | 0.00 | 50 | +Inf | 06-30-2024 | |
| LNT | EQTY | 903 | $5,446 | 107 | 0.00 | 107 | +Inf | 06-30-2024 | |
| CMS | EQTY | 904 | $5,417 | 91 | 0.00 | 91 | +Inf | 06-30-2024 |
