Snapshot holdings5 / 5 loaded
| # | ||
|---|---|---|
| 1 | MEITAV INVESTMENT HOUSE LTD | $664.7K |
| 2 | Darwin Wealth Management, LLC | $373.0K |
| 3 | Revisor Wealth Management LLC | $210.2K |
| 4 | Moisand Fitzgerald Tamayo, LLC | $16.9K |
| 5 | Farther Finance Advisors, LLC | $15.0K |
Manager changes2026-06-30 vs 2026-03-316 / 6 loaded
| # | ||
|---|---|---|
| 1 | +$210.2K | |
| 2 | -$5.4K | |
| 3 | -$5.6K | |
| 4 | -$20.9K | |
| 5 | -$74.0K | |
| 6 | -$175.0K |