Redwood Wealth Management Group, LLC INVESCO S&P 500 EQUAL WEIGHT ETF Transaction History

Redwood Wealth Management Group, LLC

  • $197 Billion
  • Q1 2025
Number of Shares
65,803
Previous 64,953 1.31%
Holding current value
$1.02 Billion
Previous $948 Million 8.04%
% of portfolio
0.52%
Previous 0.46%

Shares

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

Apr 21, 2025
BUY
N/A
850 Added 1.31%
65,803 $1.02 Billion
Q4 2024

Jan 27, 2025
SELL
N/A
-4,457 Reduced 6.42%
64,953 $948 Million
Q3 2024

Nov 13, 2024
BUY
N/A
69,410 New
69,410 $1.13 Billion
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