Snapshot holdings2 / 2 loaded
| # | ||
|---|---|---|
| 1 | Westmount Partners, LLC | $893.2K |
| 2 | HCR Wealth Advisors | $68.0K |
Manager changes2026-06-30 vs 2026-03-312 / 2 loaded
| # | ||
|---|---|---|
| 1 | +$589.5K | |
| 2 | -$37.2K |
| # | ||
|---|---|---|
| 1 | Westmount Partners, LLC | $893.2K |
| 2 | HCR Wealth Advisors | $68.0K |
| # | ||
|---|---|---|
| 1 | +$589.5K | |
| 2 | -$37.2K |