Snapshot holdings2 / 2 loaded
| # | ||
|---|---|---|
| 1 | Transce3nd, LLC | $619.3K |
| 2 | Grey Fox Wealth Advisors, LLC | $291.8K |
Manager changes2026-06-30 vs 2026-03-312 / 2 loaded
| # | ||
|---|---|---|
| 1 | +$8.5K | |
| 2 | -$2.6K |
| # | ||
|---|---|---|
| 1 | Transce3nd, LLC | $619.3K |
| 2 | Grey Fox Wealth Advisors, LLC | $291.8K |
| # | ||
|---|---|---|
| 1 | +$8.5K | |
| 2 | -$2.6K |