Snapshot holdings3 / 3 loaded
| # | ||
|---|---|---|
| 1 | NORTHEAST INVESTMENT MANAGEMENT | $710.4K |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $464.5K |
| 3 | IFP Advisors, Inc | $28.8K |
Manager changes2026-06-30 vs 2026-03-313 / 3 loaded
| # | ||
|---|---|---|
| 1 | +$32.9K | |
| 2 | +$25.0K | |
| 3 | +$8.7K |
| # | ||
|---|---|---|
| 1 | NORTHEAST INVESTMENT MANAGEMENT | $710.4K |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $464.5K |
| 3 | IFP Advisors, Inc | $28.8K |
| # | ||
|---|---|---|
| 1 | +$32.9K | |
| 2 | +$25.0K | |
| 3 | +$8.7K |