Number of Shares
19,138
Previous 20,360 6.0%
Holding current value
$690 Million
Previous $817 Million 15.49%
% of portfolio
0.35%
Previous 0.4%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025

SELL
N/A
-1,222 Reduced 6.0%
19,138 $690 Million
Q4 2024

Jan 27, 2025

SELL
N/A
-2,376 Reduced 10.45%
20,360 $817 Million
Q3 2024

Nov 13, 2024

BUY
N/A
22,736 New
22,736 $809 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.