Number of Shares
8,348
Previous 8,791 5.04%
Holding current value
$223 Million
Previous $214 Million 4.29%
% of portfolio
0.11%
Previous 0.1%

Shares

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

Apr 21, 2025

SELL
N/A
-443 Reduced 5.04%
8,348 $223 Million
Q4 2024

Jan 27, 2025

SELL
N/A
-4,542 Reduced 34.07%
8,791 $214 Million
Q3 2024

Nov 13, 2024

SELL
N/A
-401 Reduced 2.92%
13,333 $337 Million
Q2 2024

Aug 09, 2024

BUY
N/A
13,734 New
13,734 $291 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.