PORTFOLIO · MERRILL
MONTHLY SPEND
Aircraft, all-inEverything else$ thousands
WHERE IT WENT · YTD
by entity, GL expenseCASH BY ENTITY
| ENTITY | CASH | FEED |
|---|
NEEDS A HUMAN
DETAILS AND SOURCES
THE REST OF THE READ
RETURNS BY MONTH
HOLDINGS BY LAYER
BIGGEST LINES · YTD
non-aircraft accountsCASH CHANGE · ALL ACCOUNTS · 90 DAYS
30 bank and brokerage feeds| MONTH | IN | OUT | NET | LARGEST OUTFLOW |
|---|
Not income. Net is the change in cash across every account and moves with the advisors' security sales and purchases. In and Out count every transfer between the family's own accounts on both sides.