Redw Wealth LLC Closed Holding Positions

Redw Wealth LLC

  • $387 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q2 2022 Filed on Jul 29, 2022
16,470
$36.58 - $70.5 $602K - $1.16M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q2 2022 Filed on Jul 29, 2022
782
$194.2 - $261.13 $152K - $204K
IWP
Ishares Russell Mid Cap Growth

ETFs
Q2 2022 Filed on Jul 29, 2022
2,370
$75.41 - $102.47 $179K - $243K
SCHR
Schwab Intermediate Term Us Tr

ETFs
Q2 2022 Filed on Jul 29, 2022
8,421
$50.08 - $52.78 $422K - $444K
ETF Opportunities Trust
Q2 2022 Filed on Jul 29, 2022
50,450
N/A
IJH
Ishares Core S&P Mid Cap ETF

ETFs
Q2 2022 Filed on Jul 29, 2022
914
$219.07 - $270.08 $200K - $247K
WFC
Wells Fargo & Company

Financial Services
Q1 2022 Filed on May 10, 2022
5,421
$45.81 - $59.06 $248K - $320K
NFLX
Netflix Inc

Communication Services
Q1 2022 Filed on May 10, 2022
352
$331.01 - $597.37 $117K - $210K
SHOP
Shopify Inc.

Technology
Q1 2022 Filed on May 10, 2022
235
$51.26 - $136.31 $12K - $32K
BA
Boeing CO

Industrials
Q4 2021 Filed on Feb 07, 2022
950
$188.19 - $233.09 $179K - $221K
General Electric CO
Q3 2021 Filed on Nov 03, 2021
11,107
N/A
SPAB
Spdr Portfolio Aggregate Bond

ETFs
Q2 2021 Filed on Jul 30, 2021
7,934
$29.63 - $30.01 $235K - $238K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
Q3 2020 Filed on Oct 29, 2020
4,219
$49.96 - $55.57 $211K - $234K
JHI
John Hancock Investors Trust

Financial Services
Q3 2020 Filed on Oct 29, 2020
10,139
$15.04 - $16.94 $152K - $172K
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
Q3 2020 Filed on Oct 29, 2020
18,550
$4.63 - $5.09 $85.9K - $94.4K
BAC
Bank Of America Corp

Financial Services
Q2 2020 Filed on Aug 05, 2020
9,610
$19.77 - $28.54 $190K - $274K
COF
Capital One Financial Corp

Financial Services
Q1 2020 Filed on May 01, 2020
2,400
$42.87 - $106.76 $103K - $256K
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q4 2019 Filed on Feb 05, 2020
3,619
$51.7 - $55.98 $187K - $203K
KMI
Kinder Morgan, Inc.

Energy
Q4 2019 Filed on Feb 05, 2020
14,413
$19.15 - $21.2 $276K - $306K
BIIB
Biogen Inc.

Healthcare
Q4 2019 Filed on Feb 05, 2020
1,050
$220.06 - $304.07 $231K - $319K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
Q3 2019 Filed on Nov 08, 2019
6,529
$36.53 - $37.33 $239K - $244K
BMY
Bristol Myers Squibb CO

Healthcare
Q2 2019 Filed on Aug 09, 2019
4,700
$44.62 - $49.34 $210K - $232K
MO
Altria Group, Inc.

Consumer Defensive
Q2 2019 Filed on Aug 09, 2019
3,881
$47.35 - $57.73 $184K - $224K
Dowdupont Inc
Q2 2019 Filed on Aug 09, 2019
4,172
N/A
DHY
Credit Suisse High Yield Bond Fund

Financial Services
Q4 2018 Filed on Feb 08, 2019
10,350
$2.04 - $2.64 $21.1K - $27.3K
Praxair Inc
Q4 2018 Filed on Feb 08, 2019
2,195
N/A
PM
Philip Morris International Inc.

Consumer Defensive
Q2 2018 Filed on Aug 03, 2018
2,048
$76.85 - $103.3 $157K - $212K
CL
Colgate Palmolive CO

Consumer Defensive
Q2 2018 Filed on Aug 03, 2018
2,908
$61.65 - $72.44 $179K - $211K
Rydex ETF Trust
Q2 2018 Filed on Aug 03, 2018
80,572
N/A
FTS
Fortis Inc.

Utilities
Q1 2018 Filed on May 04, 2018
5,770
$31.83 - $36.39 $184K - $210K
SLB
Schlumberger Limited

Energy
Q4 2017 Filed on Feb 05, 2018
4,020
$61.31 - $69.32 $246K - $279K
KO
Coca Cola CO

Consumer Defensive
Q4 2017 Filed on Feb 05, 2018
8,459
$44.8 - $47.43 $379K - $401K
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