Portfolio Name:

Short Description:

Portfolio Type:

Investment Manager:

Profit & Loss:

Create Time:

2024-08-02

Short Description:

Full Description:

Affiance Financial is committed to serving clients of different ages, backgrounds, and geographic locations. We provide comprehensive financial planning that is uniquely personal because it caters to the individual circumstances and goals of each client. In order to work with Affiance Financial, we ask that clients care about themselves, care about others, and have the capacity to make changes to their financial plan.

Name	Value

ID	Instrument Name	Company Name	Quantity	Market Value	Weight

ID	Instrument	Company	Action	Quantity	Price	Trade Date	Settlement Date

ID	Business Date	Valuation	Realized P&L	Market P&L	Draw Down

ID	Business Date	Activity	Instrument ID	Quantity	Price	Total Amount	Average Cost	P&L

ID	Business Date	Valuation	P&L	Geometric Return	Arithmetic Return	Time Stamp

Portfolio Details