Snapshot holdings2 / 2 loaded
| # | ||
|---|---|---|
| 1 | True North Advisors, LLC | $68.5K |
| 2 | Merit Financial Group, LLC | $6.0K |
Manager changes2026-06-30 vs 2026-03-312 / 2 loaded
| # | ||
|---|---|---|
| 1 | -$20.0K | |
| 2 | -$75.1K |
| # | ||
|---|---|---|
| 1 | True North Advisors, LLC | $68.5K |
| 2 | Merit Financial Group, LLC | $6.0K |
| # | ||
|---|---|---|
| 1 | -$20.0K | |
| 2 | -$75.1K |