Snapshot holdings2 / 2 loaded
| # | ||
|---|---|---|
| 1 | PARTNERS WEALTH MANAGEMENT, LLC | $4.8M |
| 2 | Avior Wealth Management, LLC | $703.2K |
Manager changes2026-06-30 vs 2026-03-312 / 2 loaded
| # | ||
|---|---|---|
| 1 | +$1.1M | |
| 2 | +$97.2K |
| # | ||
|---|---|---|
| 1 | PARTNERS WEALTH MANAGEMENT, LLC | $4.8M |
| 2 | Avior Wealth Management, LLC | $703.2K |
| # | ||
|---|---|---|
| 1 | +$1.1M | |
| 2 | +$97.2K |