Snapshot holdings2 / 2 loaded
| # | ||
|---|---|---|
| 1 | ALBION FINANCIAL GROUP /UT | $804.9K |
| 2 | IFP Advisors, Inc | $4.8K |
Manager changes2026-06-30 vs 2026-03-312 / 2 loaded
| # | ||
|---|---|---|
| 1 | -$119 | |
| 2 | -$20.2K |
| # | ||
|---|---|---|
| 1 | ALBION FINANCIAL GROUP /UT | $804.9K |
| 2 | IFP Advisors, Inc | $4.8K |
| # | ||
|---|---|---|
| 1 | -$119 | |
| 2 | -$20.2K |