Snapshot holdings3 / 3 loaded
| # | ||
|---|---|---|
| 1 | Realta Investment Advisors | $263.5K |
| 2 | Fortis Group Advisors, LLC | $212.7K |
| 3 | SALEM INVESTMENT COUNSELORS INC | $3.1K |
Manager changes2026-06-30 vs 2026-03-314 / 4 loaded
| # | ||
|---|---|---|
| 1 | +$212.7K | |
| 2 | +$16.2K | |
| 3 | +$3.1K | |
| 4 | -$359.9K |
| # | ||
|---|---|---|
| 1 | Realta Investment Advisors | $263.5K |
| 2 | Fortis Group Advisors, LLC | $212.7K |
| 3 | SALEM INVESTMENT COUNSELORS INC | $3.1K |
| # | ||
|---|---|---|
| 1 | +$212.7K | |
| 2 | +$16.2K | |
| 3 | +$3.1K | |
| 4 | -$359.9K |