Redwood Wealth Management Group, LLC SCHWAB VALUE ADVANTAGE MONEY INVESTOR SHARES Transaction History

Redwood Wealth Management Group, LLC

  • $205 Billion
  • Q4 2024
Number of Shares
31,073,682
Previous 31,420,178 1.1%
Holding current value
$31.1 Billion
Previous $31.4 Billion 1.1%
% of portfolio
15.15%
Previous 15.58%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
SELL
N/A
-346,496 Reduced 1.1%
31,073,682 $31.1 Billion
Q3 2024

Nov 13, 2024
BUY
N/A
31,420,178 New
31,420,178 $31.4 Billion
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