Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | Fortis Group Advisors, LLC | $3.5M |
| 2 | MBL Wealth, LLC | $3.0M |
| 3 | NWAM LLC | $1.0M |
| 4 | Tactive Advisors, LLC | $208.0K |
Manager changes2026-06-30 vs 2026-03-314 / 4 loaded
| # | ||
|---|---|---|
| 1 | +$3.5M | |
| 2 | +$1.2M | |
| 3 | +$630.4K | |
| 4 | -$210.2K |
| # | ||
|---|---|---|
| 1 | Fortis Group Advisors, LLC | $3.5M |
| 2 | MBL Wealth, LLC | $3.0M |
| 3 | NWAM LLC | $1.0M |
| 4 | Tactive Advisors, LLC | $208.0K |
| # | ||
|---|---|---|
| 1 | +$3.5M | |
| 2 | +$1.2M | |
| 3 | +$630.4K | |
| 4 | -$210.2K |