Snapshot holdings3 / 3 loaded
| # | ||
|---|---|---|
| 1 | Bogart Wealth, LLC | $8.0K |
| 2 | Quaker Wealth Management, LLC | $1.5K |
| 3 | TSFG, LLC | $0 |
Manager changes2026-06-30 vs 2026-03-315 / 5 loaded
| # | ||
|---|---|---|
| 1 | +$8.0K | |
| 2 | +$1.5K | |
| 3 | $0 | |
| 4 | -$4 | |
| 5 | -$41.0K |
| # | ||
|---|---|---|
| 1 | Bogart Wealth, LLC | $8.0K |
| 2 | Quaker Wealth Management, LLC | $1.5K |
| 3 | TSFG, LLC | $0 |
| # | ||
|---|---|---|
| 1 | +$8.0K | |
| 2 | +$1.5K | |
| 3 | $0 | |
| 4 | -$4 | |
| 5 | -$41.0K |