Snapshot holdings5 / 5 loaded
| # | ||
|---|---|---|
| 1 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $1.1M |
| 2 | Envestnet Portfolio Solutions, Inc. | $336.7K |
| 3 | Urban Wealth Management, LLC | $314.1K |
| 4 | Strategic Blueprint, LLC | $203.0K |
| 5 | CoreCap Advisors, LLC | $122.7K |
Manager changes2026-06-30 vs 2026-03-315 / 5 loaded
| # | ||
|---|---|---|
| 1 | +$1.6K | |
| 2 | -$8.9K | |
| 3 | -$23.4K | |
| 4 | -$77.2K | |
| 5 | -$201.6K |