Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | Graves Light Lenhart Wealth, Inc. | $313.9K |
| 2 | VIMA LLC | $157.4K |
| 3 | Union Bancaire Privee, UBP SA | $17.5K |
| 4 | IFP Advisors, Inc | $432 |
Manager changes2026-06-30 vs 2026-03-315 / 5 loaded
| # | ||
|---|---|---|
| 1 | -$56 | |
| 2 | -$2.5K | |
| 3 | -$38.0K | |
| 4 | -$347.5K | |
| 5 | -$957.9K |