Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | Ballentine Partners, LLC | $271.3K |
| 2 | SAPIENT CAPITAL LLC | $91.2K |
| 3 | Physician Wealth Advisors, Inc. | $1.7K |
| 4 | SBI Securities Co., Ltd. | $666 |
Manager changes2026-06-30 vs 2026-03-315 / 5 loaded
| # | ||
|---|---|---|
| 1 | +$114.8K | |
| 2 | +$38.6K | |
| 3 | +$729 | |
| 4 | +$19 | |
| 5 | -$259 |