Snapshot holdings2 / 2 loaded
| # | ||
|---|---|---|
| 1 | San Luis Wealth Advisors LLC | $36.7M |
| 2 | CoreCap Advisors, LLC | $500 |
Manager changes2026-06-30 vs 2026-03-312 / 2 loaded
| # | ||
|---|---|---|
| 1 | +$19 | |
| 2 | -$439.7K |
| # | ||
|---|---|---|
| 1 | San Luis Wealth Advisors LLC | $36.7M |
| 2 | CoreCap Advisors, LLC | $500 |
| # | ||
|---|---|---|
| 1 | +$19 | |
| 2 | -$439.7K |