Retrieve Holding Data

Example response

{
  "holdingId": "hld_12Hz9Dz7vEvM9AuljYvhmPc",
  "profileId": "p_1hyoxpVVFib1HngGwKAzIr",
  "documents": {
    "api.finicity.com": {
      "/aggregation/v1/customers/{customerId}/accounts/{accountId}#position": {
        "body": {
          "assetClass": "INTLSTOCK",
          "changePercent": 170.02,
          "costBasis": 190.01,
          "costBasisPerShare": 13.38,
          "currencyRate": 1,
          "currentPrice": 41.585,
          "currentPriceDate": 1607450357,
          "dailyChange": 180.03,
          "description": "DELTA AIR LINES INC",
          "fiAssetClass": "COMNEQTY",
          "holdType": "INVESTMENT",
          "id": 454678080,
          "invSecurityType": "OTHERINFO",
          "marketValue": 271.84,
          "mfType": "OPENEND",
          "optionExpireDate": "1644994800",
          "optionSharesPerContract": 100,
          "optionStrikePrice": 50,
          "optionType": "PUT",
          "posType": "Long",
          "securityCurrency": "USD",
          "securityId": "25400W102",
          "securityIdType": "CUSIP",
          "securityName": "DELTA AIR LINES INC",
          "securityType": "Stock",
          "status": "A",
          "subAccountType": "CASH",
          "symbol": "DAL",
          "todayGLDollar": 16272.9,
          "todayGLPercent": 18.89,
          "totalGLDollar": 162742.9,
          "totalGLPercent": 68.89,
          "transactionType": "Margin",
          "units": 6.537
        },
        "timestamp": "2025-09-12T23:55:59Z"
      }
    }
  }
}