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Recent activity and concierge requests.
Recent Activity
View All| Transaction ID | Date | Description | Amount | Status |
|---|---|---|---|---|
| TXN-8924A | Oct 24, 2023 | Dividend Credit - VOO | +$4,250.00 |
Cleared
|
| TXN-8923B | Oct 22, 2023 | Wire Transfer Out | -$15,000.00 |
Pending
|
| TXN-8922C | Oct 18, 2023 | Purchase - AAPL (500 Shares) | -$86,500.00 |
Cleared
|
| TXN-8921D | Oct 15, 2023 | Management Fee - Q3 | -$1,250.00 |
Cleared
|