Redwood Wealth Management Group, LLC Schwab Fundamental U S Broad M Transaction History
Redwood Wealth Management Group, LLC
- $202 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding FNDB
# of Institutions
143Shares Held
3.94MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc554KShares$13.4 Million10.9% of portfolio
-
Callan Capital, LLC La Jolla, CA458KShares$11.1 Million2.26% of portfolio
-
High Tower Advisors, LLC Chicago, IL218KShares$5.27 Million0.02% of portfolio
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Systelligence, LLC201KShares$4.88 Million3.74% of portfolio
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Sound Stewardship, LLC Overland Park, KS198KShares$4.8 Million7.83% of portfolio