Report on Assets in a Security
It would be helpful if we could pull a simple report that shows the dollar value of assets held within each security on an overall basis:
I.E. of our total AUM there is $557,000 in FFRHX
6
votes
Alison Lyons
shared this idea
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!