Number of Shares
8,225
Previous 14,825 44.52%
Holding current value
$230 Million
Previous $325 Million 29.11%
% of portfolio
0.11%
Previous 0.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025

SELL
N/A
-6,600 Reduced 44.52%
8,225 $230 Million
Q3 2024

Nov 13, 2024

SELL
N/A
-300 Reduced 1.98%
14,825 $325 Million
Q2 2024

Aug 09, 2024

BUY
N/A
15,125 New
15,125 $475 Million
Track This Portfolio

Track Redwood Wealth Management Group, LLC Portfolio

Follow Redwood Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Redwood Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Redwood Wealth Management Group, LLC with notifications on news.