Snapshot holdings2 / 2 loaded
| # | ||
|---|---|---|
| 1 | Allegheny Financial Group | $55.8M |
| 2 | Curated Wealth Partners LLC | $6.8M |
Manager changes2026-06-30 vs 2026-03-312 / 2 loaded
| # | ||
|---|---|---|
| 1 | +$17.5M | |
| 2 | -$6.0M |
| # | ||
|---|---|---|
| 1 | Allegheny Financial Group | $55.8M |
| 2 | Curated Wealth Partners LLC | $6.8M |
| # | ||
|---|---|---|
| 1 | +$17.5M | |
| 2 | -$6.0M |