Number of Shares
216,007.00
Current Holdings Value*
$3.93 Mil
% of Portfolio
3.2%
Total Estimate Gain
$698,136.23
% of Total Estimate Gain
16.17%

Redwood Wealth Management Group, LLC's Fundstrat Granny Shots US Large Cap ETF Holding Summary

As of 2025-03-31, Redwood Wealth Management Group, LLC held 216,007.00 shares of Fundstrat Granny Shots US Large Cap ETF(GRNY), totaling $3.93 Mil. This investment constitutes 3.2% of their stock portfolio, and Redwood Wealth Management Group, LLC now holds 0.46% of the outstanding Fundstrat Granny Shots US Large Cap ETF(GRNY) stock.

The initial trade took place in 2024Q4. And since then Redwood Wealth Management Group, LLC has made 2 purchases of GRNY, at an average price of $19.99, for a total of 216,007.00 shares. Based on historical transaction data and GRNY's current price of $23.22, Redwood Wealth Management Group, LLC's estimated gain on his GRNY holdings is $698,136.23, reflecting a 16.17% gain to date.

Redwood Wealth Management Group, LLC GRNY ($23.22) Holding Chart

Redwood Wealth Management Group, LLC GRNY ($23.22) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1