Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | BENJAMIN EDWARDS INC | $1.8M |
| 2 | SigFig Wealth Management, LLC | $645.9K |
| 3 | Envestnet Portfolio Solutions, Inc. | $599.2K |
| 4 | IFP Advisors, Inc | $15.1K |
Manager changes2026-06-30 vs 2026-03-314 / 4 loaded
| # | ||
|---|---|---|
| 1 | +$99.3K | |
| 2 | +$61.7K | |
| 3 | +$37.8K | |
| 4 | +$1.3K |