 |
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| Total: |
3 Households |
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As
of
|
| |
 Household
Name |
# of Portfolios |
# of Accounts |
|
|
Vision Pro Data as of 2nd Quarter End |
|
|
Print Reports |
| View/Edit |
HARVEY FAMILY |
6 |
20 |
$184,109.52 |
 |
2.12% |
$13,098.11 |
13.02% |
|
|
|
| View/Edit |
MITCHELL FAMILY |
3 |
17 |
$1,265,342.18 |
|
1.57% |
$450,452.99 |
24.97% |
|
|
|
| View/Edit |
REDDING FAMILY |
2 |
16 |
$7,821,654.69 |
 |
1.79% |
$3,090,657.01 |
1.80% |
|
|
|
| View/Edit |
SMITH FAMILY |
3 |
17 |
$1,265,342.18 |
|
1.57% |
$450,452.99 |
24.92% |
|
|
|
| View/Edit |
THOMAS FAMILY |
2 |
16 |
$7,821,654.69 |
|
1.79% |
$3,090,657.01 |
18.11% |
|
|
|
| View/Edit |
UDELL FAMILY |
3 |
17 |
$1,265,342.18 |
|
1.57% |
$450,452.99 |
24.43% |
|
|
|
| View/Edit |
WILLIAMS FAMILY |
2 |
16 |
$7,821,654.69 |
|
1.79% |
$3,090,657.01 |
18.10% |
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