Snapshot holdings3 / 3 loaded
| # | ||
|---|---|---|
| 1 | GRACE & WHITE INC /NY | $477.4K |
| 2 | WEALTHEDGE INVESTMENT ADVISORS, LLC | $56.7K |
| 3 | Allied Private Wealth LLC | $756 |
Manager changes2026-06-30 vs 2026-03-312 / 2 loaded
| # | ||
|---|---|---|
| 1 | +$64.3K | |
| 2 | -$146.7K |
| # | ||
|---|---|---|
| 1 | GRACE & WHITE INC /NY | $477.4K |
| 2 | WEALTHEDGE INVESTMENT ADVISORS, LLC | $56.7K |
| 3 | Allied Private Wealth LLC | $756 |
| # | ||
|---|---|---|
| 1 | +$64.3K | |
| 2 | -$146.7K |