Redwood Wealth Management Group, LLC Schwab Transaction History

Redwood Wealth Management Group, LLC

  • $223 Billion
  • Q2 2025
Number of Shares
13,900,685
Previous 13,947,250 0.33%
Holding current value
$13.9 Billion
Previous $13.9 Billion 0.33%
% of portfolio
6.25%
Previous 7.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
SELL
N/A
-46,565 Reduced 0.33%
13,900,685 $13.9 Billion
Q1 2025

Apr 21, 2025
SELL
N/A
-47,969 Reduced 0.34%
13,947,250 $13.9 Billion
Q4 2024

Jan 27, 2025
SELL
N/A
-767,831 Reduced 5.2%
13,995,219 $14 Billion
Q3 2024

Nov 13, 2024
BUY
N/A
14,763,050 New
14,763,050 $14.8 Billion
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