Redwood Wealth Management Group, LLC Purchases and Sells in Q4 2024

Redwood Wealth Management Group, LLC

  • $205 Billion
  • Q4 2024

Top Buys

Incresed Positions

60 operations
Stock Shares change Price Range Shares Held Trade History
BARON PARTNERS RETAIL
9.67K
+ 96.56%
N/A
19.7K $4.21B
22
+ 0.55%
$213.65 - $479.86 $4.7K - $10.6K
4.04K $1.64B
732
+ 4.61%
$163.08 - $198.16 $119K - $145K
16.6K $3.15B
1.24K
+ 11.24%
$406.35 - $454.46 $503K - $563K
12.3K $5.17B
435
+ 1.64%
$117.0 - $148.88 $50.9K - $64.8K
26.9K $3.62B
189
+ 3.4%
$70.31 - $124.78 $13.3K - $23.6K
5.75K $635M
View all

New Holdings

15 operations
Stock Shares change Price Range Shares Held Trade History
FUNDSTRAT GRANNY SHT US LG CP ETF
46.8K
New
N/A
46.8K $933M
49.8K
New
$8.0 - $15.12 $398K - $752K
49.8K $749M
35.6K
New
$17.37 - $36.74 $618K - $1.31M
35.6K $638M
56.3K
New
$10.24 - $15.89 $576K - $894K
56.3K $582M
14.7K
New
$26.49 - $49.16 $390K - $724K
14.7K $548M
8.6K
New
$42.79 - $54.92 $368K - $472K
8.6K $394M
View all

Top Sells

Reduced Positions

76 operations
Stock Shares change Price Range Shares Held Trade History
SCHWAB GOVERNMENT MONEY INV
-768K
- 5.2%
N/A
14M $14B
-2.12K
- 10.31%
$131.66 - $144.0 $279K - $305K
18.4K $2.43B
VANGUARD DIVIDEND GROWTH FUND INV
-1.36K
- 2.21%
N/A
60K $2.17B
SCHWAB VALUE ADVANTAGE MONEY INVESTOR SHARES
-346K
- 1.1%
N/A
31.1M $31.1B
-579
- 9.85%
$118.88 - $172.8 $68.8K - $100K
5.3K $640M
-416
- 1.76%
$105.51 - $125.37 $43.9K - $52.2K
23.2K $2.5B
View all
Activity Summary
Buys All Purchases 75 New Holdings 15 Increased Positions 60 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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