Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | UNIQUE WEALTH, LLC | $869.7K |
| 2 | Amicus Financial Advisors, LLC | $284.2K |
| 3 | Farther Finance Advisors, LLC | $136.6K |
| 4 | Moisand Fitzgerald Tamayo, LLC | $18.3K |
Manager changes2026-06-30 vs 2026-03-314 / 4 loaded
| # | ||
|---|---|---|
| 1 | +$572.5K | |
| 2 | +$136.6K | |
| 3 | -$6.0K | |
| 4 | -$93.4K |