Snapshot holdings3 / 3 loaded
| # | ||
|---|---|---|
| 1 | Prism Advisors, Inc. | $2.5M |
| 2 | Pictet North America Advisors SA | $233.6K |
| 3 | IFP Advisors, Inc | $20.3K |
Manager changes2026-06-30 vs 2026-03-313 / 3 loaded
| # | ||
|---|---|---|
| 1 | +$247.5K | |
| 2 | +$24.8K | |
| 3 | +$2.2K |
| # | ||
|---|---|---|
| 1 | Prism Advisors, Inc. | $2.5M |
| 2 | Pictet North America Advisors SA | $233.6K |
| 3 | IFP Advisors, Inc | $20.3K |
| # | ||
|---|---|---|
| 1 | +$247.5K | |
| 2 | +$24.8K | |
| 3 | +$2.2K |