Snapshot holdings3 / 3 loaded
| # | ||
|---|---|---|
| 1 | TRUE Private Wealth Advisors | $2.3M |
| 2 | Altura Wealth Advisors Inc. | $564.1K |
| 3 | Mayflower Financial Advisors, LLC | $421.2K |
Manager changes2026-06-30 vs 2026-03-314 / 4 loaded
| # | ||
|---|---|---|
| 1 | +$857.8K | |
| 2 | +$146.2K | |
| 3 | -$4.0K | |
| 4 | -$256.3K |
| # | ||
|---|---|---|
| 1 | TRUE Private Wealth Advisors | $2.3M |
| 2 | Altura Wealth Advisors Inc. | $564.1K |
| 3 | Mayflower Financial Advisors, LLC | $421.2K |
| # | ||
|---|---|---|
| 1 | +$857.8K | |
| 2 | +$146.2K | |
| 3 | -$4.0K | |
| 4 | -$256.3K |