Redwood Wealth Management Group, LLC SCHWAB VALUE ADVANTAGE MONEY ULTRA SHARES Transaction History

Redwood Wealth Management Group, LLC

  • $205 Billion
  • Q4 2024
Number of Shares
4,102,299
Previous 4,219,681 2.78%
Holding current value
$4.1 Billion
Previous $4.22 Billion 2.78%
% of portfolio
2.0%
Previous 2.09%

Shares

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

Jan 27, 2025
SELL
N/A
-117,382 Reduced 2.78%
4,102,299 $4.1 Billion
Q3 2024

Nov 13, 2024
BUY
N/A
4,219,681 New
4,219,681 $4.22 Billion
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.

Choose your preferred platform and Sign Up 👇 Telegram Email