Snapshot holdings5 / 5 loaded
| # | ||
|---|---|---|
| 1 | Sachetta, LLC | $459.1K |
| 2 | Greenline Wealth Management LLC | $388.9K |
| 3 | CHAPIN DAVIS, INC. | $78.5K |
| 4 | Farther Finance Advisors, LLC | $3.3K |
| 5 | SBI Securities Co., Ltd. | $39 |
Manager changes2026-06-30 vs 2026-03-315 / 5 loaded
| # | ||
|---|---|---|
| 1 | -$49 | |
| 2 | -$1.3K | |
| 3 | -$25.0K | |
| 4 | -$123.6K | |
| 5 | -$140.0K |