Fore A Investments
Account balances across institutions, over time.
Total across all accounts
$4,128,740
+$2,674,533 (+183.9%)
By institution
Merrill Lynch
3 accounts
$2,236,794
+$782,587 (+53.8%)
Morgan Stanley
6 accounts
$1,891,946
+$1,563,021 (+475.2%)
By account
Merrill Lynch
Loan
-$253,066
-$60,935 (-31.7%)
Brokerage
$807,821
-$646,387 (-44.4%)
Fee-Based
$1,682,040
+$491,018 (+41.2%)
Morgan Stanley
Brokerage
$250,323
-$583,738 (-70.0%)
LAL
-$461,470
+$500,848 (+52.0%)
Closed (1805)
$0
-$235,557 (-100.0%)
IRA
$537,665
+$231,915 (+75.9%)
UMA
$594,357
-$367,991 (-38.2%)
Managed
$971,072
+$221,134 (+29.5%)