Snapshot holdings3 / 3 loaded
| # | ||
|---|---|---|
| 1 | Lauer Wealth, LLC | $153.8K |
| 2 | Farther Finance Advisors, LLC | $5.2K |
| 3 | EverSource Wealth Advisors, LLC | $515 |
Manager changes2026-06-30 vs 2026-03-314 / 4 loaded
| # | ||
|---|---|---|
| 1 | +$153.8K | |
| 2 | +$515 | |
| 3 | -$1.9K | |
| 4 | -$281.6K |
| # | ||
|---|---|---|
| 1 | Lauer Wealth, LLC | $153.8K |
| 2 | Farther Finance Advisors, LLC | $5.2K |
| 3 | EverSource Wealth Advisors, LLC | $515 |
| # | ||
|---|---|---|
| 1 | +$153.8K | |
| 2 | +$515 | |
| 3 | -$1.9K | |
| 4 | -$281.6K |