Redwood Wealth Management Group, LLC PIMCO MORTGAGE OPPORTUNITIES AND BDINSTL Transaction History

Redwood Wealth Management Group, LLC

  • $236 Billion
  • Q3 2025
Number of Shares
50,824
Previous 52,649 3.47%
Holding current value
$477 Million
Previous $492 Million 3.05%
% of portfolio
0.2%
Previous 0.22%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
SELL
N/A
-1,825 Reduced 3.47%
50,824 $477 Million
Q2 2025

Aug 05, 2025
SELL
N/A
-232 Reduced 0.44%
52,649 $492 Million
Q1 2025

Apr 21, 2025
SELL
N/A
-730 Reduced 1.36%
52,881 $494 Million
Q4 2024

Jan 27, 2025
SELL
N/A
-2,972 Reduced 5.25%
53,611 $495 Million
Q3 2024

Nov 13, 2024
BUY
N/A
56,583 New
56,583 $536 Million
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