Snapshot holdings3 / 3 loaded
| # | ||
|---|---|---|
| 1 | Global View Capital Management LLC | $145.5M |
| 2 | Discipline Wealth Solutions, LLC | $2.0M |
| 3 | Castleview Partners, LLC | $561.4K |
Manager changes2026-06-30 vs 2026-03-314 / 4 loaded
| # | ||
|---|---|---|
| 1 | +$78.2M | |
| 2 | +$2.0M | |
| 3 | +$561.4K | |
| 4 | -$30.7K |
| # | ||
|---|---|---|
| 1 | Global View Capital Management LLC | $145.5M |
| 2 | Discipline Wealth Solutions, LLC | $2.0M |
| 3 | Castleview Partners, LLC | $561.4K |
| # | ||
|---|---|---|
| 1 | +$78.2M | |
| 2 | +$2.0M | |
| 3 | +$561.4K | |
| 4 | -$30.7K |