Snapshot holdings2 / 2 loaded
| # | ||
|---|---|---|
| 1 | Wagner Wealth Management, LLC | $9.4M |
| 2 | Valeo Financial Advisors, LLC | $205.8K |
Manager changes2026-06-30 vs 2026-03-313 / 3 loaded
| # | ||
|---|---|---|
| 1 | +$1.7M | |
| 2 | +$205.8K | |
| 3 | -$7.3K |
| # | ||
|---|---|---|
| 1 | Wagner Wealth Management, LLC | $9.4M |
| 2 | Valeo Financial Advisors, LLC | $205.8K |
| # | ||
|---|---|---|
| 1 | +$1.7M | |
| 2 | +$205.8K | |
| 3 | -$7.3K |