Snapshot holdings3 / 3 loaded
| # | ||
|---|---|---|
| 1 | Brookwood Investment Group LLC | $202.8K |
| 2 | Fermata Advisors, LLC | $179.0K |
| 3 | Farther Finance Advisors, LLC | $130.5K |
Manager changes2026-06-30 vs 2026-03-313 / 3 loaded
| # | ||
|---|---|---|
| 1 | +$130.5K | |
| 2 | +$6.5K | |
| 3 | +$622 |
| # | ||
|---|---|---|
| 1 | Brookwood Investment Group LLC | $202.8K |
| 2 | Fermata Advisors, LLC | $179.0K |
| 3 | Farther Finance Advisors, LLC | $130.5K |
| # | ||
|---|---|---|
| 1 | +$130.5K | |
| 2 | +$6.5K | |
| 3 | +$622 |