Portfolio
Records: 3
| ID | Portfolio Name | Portfolio Type | Owner Name | Is Active | Description |
|---|---|---|---|---|---|
| 1 | JMB Personal | individual | James Brennan | ✓ | Personal share portfolio |
| 2 | JMB Super | smsf | James Brennan | ✓ | Self-managed super fund |
| 3 | JMB Deceased Estate | deceased_estate | Estate of Robert Hartley | ✓ | Deceased estate — Robert Hartley (died 10 Mar 2024... |
1 : 3 : 3
of 1