Snapshot holdings3 / 3 loaded
| # | ||
|---|---|---|
| 1 | CRUX WEALTH ADVISORS | $1.7M |
| 2 | Key FInancial Inc | $150.6K |
| 3 | PARK AVENUE SECURITIES LLC | $936 |
Manager changes2026-06-30 vs 2026-03-313 / 3 loaded
| # | ||
|---|---|---|
| 1 | +$254.1K | |
| 2 | +$25.4K | |
| 3 | +$241 |
| # | ||
|---|---|---|
| 1 | CRUX WEALTH ADVISORS | $1.7M |
| 2 | Key FInancial Inc | $150.6K |
| 3 | PARK AVENUE SECURITIES LLC | $936 |
| # | ||
|---|---|---|
| 1 | +$254.1K | |
| 2 | +$25.4K | |
| 3 | +$241 |