Snapshot holdings3 / 3 loaded
| # | ||
|---|---|---|
| 1 | FORBES J M & CO LLP | $398.4K |
| 2 | Coastwise Capital Group, LLC | $213.5K |
| 3 | GAMMA Investing LLC | $20.5K |
Manager changes2026-06-30 vs 2026-03-315 / 5 loaded
| # | ||
|---|---|---|
| 1 | +$213.5K | |
| 2 | +$90.3K | |
| 3 | +$6.7K | |
| 4 | -$78.1K | |
| 5 | -$346.6K |
| # | ||
|---|---|---|
| 1 | FORBES J M & CO LLP | $398.4K |
| 2 | Coastwise Capital Group, LLC | $213.5K |
| 3 | GAMMA Investing LLC | $20.5K |
| # | ||
|---|---|---|
| 1 | +$213.5K | |
| 2 | +$90.3K | |
| 3 | +$6.7K | |
| 4 | -$78.1K | |
| 5 | -$346.6K |