About this document

Edward Jones Portfolio Summary Report by German Huizar is a document available to read on EtoBox.

This portfolio statement is for the Joanna H Rogers Shamrock Trust for the period of January 1 to January 27, 2023. The total portfolio value is $150,693.27, up from $139,297.33 one month ago. The largest holding is a Select account valued at $150,586.51. Fees and charges for the period were $0. The personal rate of return for assets held at Edward Jones for the period was 0.60%.

Author

German Huizar

Language

EN