| Name | Description | Type | Additional information |
|---|---|---|---|
| HoldingId | integer |
None. |
|
| Name | string |
None. |
|
| AccountName | string |
None. |
|
| AccountId | integer |
None. |
|
| InstitutionName | string |
None. |
|
| InstitutionId | integer |
None. |
|
| Balance | decimal number |
None. |
|
| Quantity | decimal number |
None. |
|
| Price | decimal number |
None. |
|
| CostBasis | decimal number |
None. |
|
| PercentOfAccount | decimal number |
None. |
|
| CUSIP | string |
None. |
|
| Symbol | string |
None. |
|
| Investors | Collection of AdvisorSimpleInvestorModel |
None. |
|
| IsCusipOverridden | boolean |
None. |
|
| Classifications | string |
None. |
|
| DiversificationId | integer |
None. |
|
| DiversificationName | string |
None. |
|
| WealthHoldingType | string |
None. |
|
| PrimaryAdvisorId | decimal number |
None. |
|
| UpdatedDate | date |
None. |
|
| CreatedDate | date |
None. |
|
| HasTaxLots | boolean |
None. |
|
| CanEditCostBasis | boolean |
None. |
|
| WealthType | integer |
None. |
|
| EstimatedIncome | decimal number |
None. |
|
| SecurityDescription | string |
None. |
|
| IsHome | boolean |
None. |
|
| IsHomeDisplay | string |
None. |