Snapshot holdings2 / 2 loaded
| # | ||
|---|---|---|
| 1 | Physician Wealth Advisors, Inc. | $10.4K |
| 2 | IFP Advisors, Inc | $5.3K |
Manager changes2026-06-30 vs 2026-03-314 / 4 loaded
| # | ||
|---|---|---|
| 1 | +$1.2K | |
| 2 | -$1.7K | |
| 3 | -$46.4K | |
| 4 | -$960.2K |
| # | ||
|---|---|---|
| 1 | Physician Wealth Advisors, Inc. | $10.4K |
| 2 | IFP Advisors, Inc | $5.3K |
| # | ||
|---|---|---|
| 1 | +$1.2K | |
| 2 | -$1.7K | |
| 3 | -$46.4K | |
| 4 | -$960.2K |