Snapshot holdings2 / 2 loaded
| # | ||
|---|---|---|
| 1 | Sound Income Strategies, LLC | $8.6M |
| 2 | Synergy Asset Management, LLC | $527.2K |
Manager changes2026-06-30 vs 2026-03-312 / 2 loaded
| # | ||
|---|---|---|
| 1 | +$1.6M | |
| 2 | +$79.1K |
| # | ||
|---|---|---|
| 1 | Sound Income Strategies, LLC | $8.6M |
| 2 | Synergy Asset Management, LLC | $527.2K |
| # | ||
|---|---|---|
| 1 | +$1.6M | |
| 2 | +$79.1K |