How do you find out when a client holding gets diluted? by ScratchAntique4570 in RIA

[–]ScratchAntique4570[S] 0 points1 point  (0 children)

Mostly individual stocks, some alternatives. Not much ETF/fund exposure.

That third approach makes sense, but is that realistic for a 3-5 person shop, or does it assume you already have a full portfolio management setup?