---
schema_version: "1"
id: 58ca62a7a74f035b3a7eaf039e9635e55913e9d54cd73105240f700e53ae61e5
title: Financial Holding Summary DMO
collection: developer
version: current
locale: en-us
portal_url: https://docs.salesforce.com/developer/current/en-us/data-cloud/data-cloud-dmo-mapping/guides/std_dmos/c360dm-si-financialholdingsummarydmo-dmo.md
canonical_url: https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-financialholdingsummarydmo-dmo.html
source_site: developer.salesforce.com
content_type: documentation
content_hash: 0812cb740919fcea1d5128a005910f2972e2b923a81fcd9b7a5efdbee19656c8
products:
  - Data 360 DMO and Mapping Guide
  - Data 360 Developer Documentation
---
# Financial Holding Summary DMO

Represents a summary of all financial holdings for a financial account, such as shares of stock.

## Object Properties

**Object API Name:** `FinancialHoldingSummary_std__dlm`  
**Category:** Unassigned  
**Availability:** Available in 262 and later versions  
**Primary Key Field:** Id  

## Relationships

- **FinancialAccountId** has a FOREIGNKEY relationship with the [Financial Account DMO](https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-financialaccountdmo-dmo.md) `Id` field.
- **FinancialSecurityId** has a FOREIGNKEY relationship with the [Financial Security DMO](https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-financialsecuritydmo-dmo.md) `Id` field.


## Fields

- [AbsoluteCostBasisAmt](#absolutecostbasisamt)
- [AbsoluteMarketValueAmt](#absolutemarketvalueamt)
- [AbsoluteUnitCount](#absoluteunitcount)
- [cdp_sys_record_currency](#cdp_sys_record_currency)
- [DataSourceId](#datasourceid)
- [DataSourceObjectId](#datasourceobjectid)
- [FinancialAccountId](#financialaccountid)
- [FinancialSecurityId](#financialsecurityid)
- [FinancialSecuritySymbolCode](#financialsecuritysymbolcode)
- [Id](#id)
- [InternalOrganizationId](#internalorganizationid)
- [KQ_FinancialAccountId](#kq_financialaccountid)
- [KQ_FinancialSecurityId](#kq_financialsecurityid)
- [KQ_Id](#kq_id)
- [ReportedDate](#reporteddate)

### AbsoluteCostBasisAmt

- **Field API Name:** `AbsoluteCostBasisAmt__c`
- **Data Type:** DOUBLE
- **Description:** The total cost basis value of the position, aggregated from reported open lots.

### AbsoluteMarketValueAmt

- **Field API Name:** `AbsoluteMarketValueAmt__c`
- **Data Type:** DOUBLE
- **Description:** The market value amount of the units.

### AbsoluteUnitCount

- **Field API Name:** `AbsoluteUnitCount__c`
- **Data Type:** DOUBLE
- **Description:** The quantity of shares for the reported position.

### cdp_sys_record_currency

- **Field API Name:** `cdp_sys_record_currency__c`
- **Data Type:** TEXT
- **Description:** System-generated metadata field that stores a 3-letter ISO currency code.

### DataSourceId

- **Field API Name:** `DataSourceId__c`
- **Data Type:** TEXT
- **Description:** A unique, system-generated identifier for this record.

### DataSourceObjectId

- **Field API Name:** `DataSourceObjectId__c`
- **Data Type:** TEXT
- **Description:** A unique, system-generated identifier for this record.

### FinancialAccountId

- **Field API Name:** `FinancialAccountId__c`
- **Data Type:** TEXT
- **Description:** The ID of the financial account associated with the performance record.

### FinancialSecurityId

- **Field API Name:** `FinancialSecurityId__c`
- **Data Type:** TEXT
- **Description:** The ID of the financial security.

### FinancialSecuritySymbolCode

- **Field API Name:** `FinancialSecuritySymbolCode__c`
- **Data Type:** TEXT
- **Description:** The symbol code of the corresponding financial security.

### Id

- **Field API Name:** `Id__c`
- **Data Type:** TEXT
- **Description:** The unique identifier for the financial holding summary.

### InternalOrganizationId

- **Field API Name:** `InternalOrganizationId__c`
- **Data Type:** TEXT
- **Description:** A unique, system-generated identifier for this record.

### KQ_FinancialAccountId

- **Field API Name:** `KQ_FinancialAccountId__c`
- **Data Type:** TEXT
- **Description:** Key Qualifier system field for FinancialAccountId

### KQ_FinancialSecurityId

- **Field API Name:** `KQ_FinancialSecurityId__c`
- **Data Type:** TEXT
- **Description:** Key Qualifier system field for FinancialSecurityId

### KQ_Id

- **Field API Name:** `KQ_Id__c`
- **Data Type:** TEXT
- **Description:** Key Qualifier system field for Id

### ReportedDate

- **Field API Name:** `ReportedDate__c`
- **Data Type:** DATETIME
- **Description:** The reported date of the position.