Snapshot holdings2 / 2 loaded
| # | ||
|---|---|---|
| 1 | Diversified Trust Co | $12.9M |
| 2 | Citadel Investment Advisory, Inc. | $7.6K |
Manager changes2026-06-30 vs 2026-03-312 / 2 loaded
| # | ||
|---|---|---|
| 1 | -$2.1K | |
| 2 | -$3.5M |
| # | ||
|---|---|---|
| 1 | Diversified Trust Co | $12.9M |
| 2 | Citadel Investment Advisory, Inc. | $7.6K |
| # | ||
|---|---|---|
| 1 | -$2.1K | |
| 2 | -$3.5M |