Fore A Investments
Account balances across institutions, over time.
Total across all accounts
$4,183,666
+$2,729,458 (+187.7%)
By institution
Merrill Lynch
3 accounts
$2,278,705
+$824,497 (+56.7%)
Morgan Stanley
6 accounts
$1,904,961
-$3,179,331 (-62.5%)
By account
Merrill Lynch
Loan
-$255,583
-$63,452 (-33.0%)
Brokerage
$812,503
-$641,705 (-44.1%)
Fee-Based
$1,721,785
+$530,763 (+44.6%)
Morgan Stanley
Brokerage
$253,193
-$341,842 (-57.4%)
LAL
-$468,809
+$493,510 (+51.3%)
Closed (1805)
$0
-$3,009,803 (-100.0%)
IRA
$540,685
+$234,935 (+76.8%)
UMA
$595,113
-$884,340 (-59.8%)
Managed
$984,779
+$562,384 (+133.1%)