Snapshot holdings3 / 3 loaded
| # | ||
|---|---|---|
| 1 | SBI Securities Co., Ltd. | $11.9K |
| 2 | BARRETT & COMPANY, INC. | $1.2K |
| 3 | SOA Wealth Advisors, LLC. | $252 |
Manager changes2026-06-30 vs 2026-03-314 / 4 loaded
| # | ||
|---|---|---|
| 1 | +$4.8K | |
| 2 | +$24 | |
| 3 | +$5 | |
| 4 | -$880.5K |
| # | ||
|---|---|---|
| 1 | SBI Securities Co., Ltd. | $11.9K |
| 2 | BARRETT & COMPANY, INC. | $1.2K |
| 3 | SOA Wealth Advisors, LLC. | $252 |
| # | ||
|---|---|---|
| 1 | +$4.8K | |
| 2 | +$24 | |
| 3 | +$5 | |
| 4 | -$880.5K |