Snapshot holdings6 / 6 loaded
| # | ||
|---|---|---|
| 1 | Formidable Asset Management, LLC | $195.1K |
| 2 | Curated Wealth Partners LLC | $109.1K |
| 3 | SBI Securities Co., Ltd. | $2.1K |
| 4 | Bank & Trust Co | $1.6K |
| 5 | Farther Finance Advisors, LLC | $290 |
| 6 | CoreCap Advisors, LLC | $8 |
Manager changes2026-06-30 vs 2026-03-316 / 6 loaded
| # | ||
|---|---|---|
| 1 | +$109.1K | |
| 2 | -$1 | |
| 3 | -$66 | |
| 4 | -$474 | |
| 5 | -$606 | |
| 6 | -$141.6K |