Snapshot holdings2 / 2 loaded
| # | ||
|---|---|---|
| 1 | Discipline Wealth Solutions, LLC | $5.0M |
| 2 | Composition Wealth, LLC | $292.7K |
Manager changes2026-06-30 vs 2026-03-313 / 3 loaded
| # | ||
|---|---|---|
| 1 | +$1.4M | |
| 2 | +$292.7K | |
| 3 | -$236.2K |
| # | ||
|---|---|---|
| 1 | Discipline Wealth Solutions, LLC | $5.0M |
| 2 | Composition Wealth, LLC | $292.7K |
| # | ||
|---|---|---|
| 1 | +$1.4M | |
| 2 | +$292.7K | |
| 3 | -$236.2K |