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 |
|---|---|---|---|---|---|---|---|---|---|
| MRO | EQTY | 951 | $4,256 | 148 | 0.00 | 148 | +Inf | 06-30-2024 | |
| APTV | EQTY | 952 | $4,225 | 60 | 0.00 | 60 | +Inf | 06-30-2024 | |
| GORV | EQTY | 953 | $4,219 | 1,661 | 0.00 | 1,661 | +Inf | 06-30-2024 | |
| LW | EQTY | 954 | $4,204 | 50 | 0.00 | 50 | +Inf | 06-30-2024 |
