| 2024-12-17 | 2024-11-20 | Partial sale |
VWO Vanguard FTSE Emerging Markets ETF |
$1,001 - $15,000 |
Source |
| 2024-12-17 | 2024-11-20 | Sale |
SWKS Skyworks Solutions, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2024-12-17 | 2024-11-13 | Buy |
SPY SPDR S&P 500 ETF |
$1,001 - $15,000 |
Source |
| 2024-12-17 | 2024-11-20 | Partial sale |
BBEU JPMorgan BetaBuilders Europe ETF |
$1,001 - $15,000 |
Source |
| 2024-12-17 | 2024-11-20 | Buy |
AAXJ iShares MSCI All Country Asia ex Japan ETF |
$1,001 - $15,000 |
Source |
| 2024-10-18 | 2024-09-06 | Partial sale |
TPYP Tortoise North Amer Pipeline Fund |
$15,001 - $50,000 |
Source |
| 2024-10-18 | 2024-09-06 | Buy |
Invesco Short Term Treasury ETF |
$15,001 - $50,000 |
Source |
| 2024-10-18 | 2024-09-06 | Buy |
FTGC First Trust Global Tactical Commodity... |
$15,001 - $50,000 |
Source |
| 2024-10-18 | 2024-09-06 | Partial sale |
WWSYX Westwood Smallcap Fund Class Y |
$1,001 - $15,000 |
Source |
| 2024-10-18 | 2024-09-06 | Partial sale |
VNQI Vanguard Global ex-U.S. Real Estate ETF |
$1,001 - $15,000 |
Source |
| 2024-10-18 | 2024-09-09 | Partial sale |
VEA Vanguard FTSE Developed Markets ETF |
$1,001 - $15,000 |
Source |
| 2024-10-18 | 2024-09-06 | Buy |
iShares 20+ Year Treasury Bond ETF |
$1,001 - $15,000 |
Source |
| 2024-10-18 | 2024-09-06 | Buy |
iShares 10-20 Year Treasury Bond ETF |
$1,001 - $15,000 |
Source |
| 2024-10-18 | 2024-09-06 | Buy |
iShares 1-3 Year Treasury Bond ETF |
$1,001 - $15,000 |
Source |
| 2024-10-18 | 2024-09-06 | Buy |
SCHP Schwab U.S. TIPS ETF |
$1,001 - $15,000 |
Source |
| 2024-10-18 | 2024-09-06 | Buy |
PPLT abrdn Physical Platinum Shares ETF |
$1,001 - $15,000 |
Source |
| 2024-10-18 | 2024-09-06 | Buy |
PALL abrdn Physical Palladium Shares ETF |
$1,001 - $15,000 |
Source |
| 2024-10-18 | 2024-09-09 | Partial sale |
MDY S&P Midcap 400 SPDR |
$1,001 - $15,000 |
Source |
| 2024-10-18 | 2024-09-06 | Buy |
MBB iShares MBS ETF |
$1,001 - $15,000 |
Source |
| 2024-10-18 | 2024-09-06 | Buy |
JMBS Janus Henderson Mortgage-Backed Securities ETF |
$1,001 - $15,000 |
Source |
| 2024-10-18 | 2024-10-09 | Partial sale |
IWM iShares Russell 2000 ETF |
$1,001 - $15,000 |
Source |
| 2024-10-18 | 2024-10-06 | Partial sale |
IVV iShares Core S&P 500 ETF |
$1,001 - $15,000 |
Source |
| 2024-10-18 | 2024-09-06 | Buy |
IVV iShares Core S&P 500 ETF |
$1,001 - $15,000 |
Source |
| 2024-10-18 | 2024-09-06 | Buy |
iShares 3-7 Year Treasury Bond ETF |
$1,001 - $15,000 |
Source |
| 2024-10-18 | 2024-09-06 | Buy |
iShares 7-10 Year Treasury Bond ETF |
$1,001 - $15,000 |
Source |
| 2024-10-18 | 2024-09-06 | Buy |
GIGB Goldman Sachs Access Investment Grade... |
$1,001 - $15,000 |
Source |
| 2024-10-18 | 2024-09-26 | Partial sale |
FI Fiserv Inc |
$1,001 - $15,000 |
Source |
| 2024-10-18 | 2024-09-06 | Partial sale |
EMLP First Trust North American Energy... |
$1,001 - $15,000 |
Source |
| 2024-10-18 | 2024-09-09 | Partial sale |
EFA iShares MSCI EAFE ETF |
$1,001 - $15,000 |
Source |
| 2024-10-18 | 2024-09-06 | Buy |
CMBS iShares CMBS Bond ETF |
$1,001 - $15,000 |
Source |
| 2024-10-18 | 2024-09-06 | Buy |
AGZ iShares Agency Bond ETF |
$1,001 - $15,000 |
Source |
| 2024-08-06 | 2024-07-18 | Buy |
VEA Vanguard FTSE Developed Markets ETF |
$1,001 - $15,000 |
Source |
| 2024-08-06 | 2024-07-26 | Buy |
MSI Motorola Solutions, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2024-08-06 | 2024-07-18 | Partial sale |
MDY S&P Midcap 400 SPDR |
$1,001 - $15,000 |
Source |
| 2024-08-06 | 2024-07-26 | Partial sale |
LRCX Lam Research Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2024-08-06 | 2024-07-26 | Buy |
GOOGL Alphabet Inc. - Class A Common Stock |
$1,001 - $15,000 |
Source |
| 2024-07-11 | 2024-06-04 | Buy |
VEA Vanguard FTSE Developed Markets ETF |
$15,001 - $50,000 |
Source |
| 2024-07-11 | 2024-06-04 | Partial sale |
EFA iShares MSCI EAFE ETF |
$15,001 - $50,000 |
Source |
| 2024-07-11 | 2024-06-26 | Buy |
iShares 10-20 Year Treasury Bond ETF |
$1,001 - $15,000 |
Source |
| 2024-07-11 | 2024-06-04 | Buy |
SPY SPDR S&P 500 ETF |
$1,001 - $15,000 |
Source |
| 2024-07-11 | 2024-06-26 | Partial sale |
iShares 1-3 Year Treasury Bond ETF |
$1,001 - $15,000 |
Source |
| 2024-07-11 | 2024-06-26 | Buy |
SCHP Schwab U.S. TIPS ETF |
$1,001 - $15,000 |
Source |
| 2024-07-11 | 2024-06-04 | Buy |
NMVZX Nuance Mid Cap Value Fund Z Class |
$1,001 - $15,000 |
Source |
| 2024-07-11 | 2024-06-24 | Sale |
NMVZX Nuance Mid Cap Value Fund Z Class |
$1,001 - $15,000 |
Source |
| 2024-07-11 | 2024-06-20 | Buy |
MSFT Microsoft Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2024-07-11 | 2024-06-04 | Partial sale |
MDY S&P Midcap 400 SPDR |
$1,001 - $15,000 |
Source |
| 2024-07-11 | 2024-06-26 | Buy |
JMBS Janus Henderson Mortgage-Backed Securities ETF |
$1,001 - $15,000 |
Source |
| 2024-07-11 | 2024-07-04 | Partial sale |
IVV iShares Core S&P 500 ETF |
$1,001 - $15,000 |
Source |
| 2024-07-11 | 2024-06-26 | Partial sale |
iShares 7-10 Year Treasury Bond ETF |
$1,001 - $15,000 |
Source |
| 2024-07-11 | 2024-06-04 | Buy |
GEM Goldman Sachs ActiveBeta Emerging... |
$1,001 - $15,000 |
Source |
| 2024-07-11 | 2024-06-24 | Buy |
DALCX Dean Mid Cap Value Fund No-Load |
$1,001 - $15,000 |
Source |
| 2024-07-11 | 2024-06-20 | Sale |
CMCSA Comcast Corporation - Class A Common Stock |
$1,001 - $15,000 |
Source |
| 2024-06-05 | 2024-05-31 | Partial sale |
IVW iShares S&P 500 Growth ETF |
$1,001 - $15,000 |
Source |
| 2024-06-05 | 2024-05-31 | Buy |
GIGB Goldman Sachs Access Investment Grade... |
$1,001 - $15,000 |
Source |
| 2024-06-05 | 2024-05-31 | Partial sale |
EFA iShares MSCI EAFE ETF |
$1,001 - $15,000 |
Source |
| 2024-05-08 | 2024-02-20 | Buy |
iShares 20+ Year Treasury Bond ETF |
$1,001 - $15,000 |
Source |
| 2024-05-08 | 2024-02-20 | Buy |
iShares 10-20 Year Treasury Bond ETF |
$1,001 - $15,000 |
Source |
| 2024-05-08 | 2024-02-20 | Partial sale |
SCHP Schwab U.S. TIPS ETF |
$1,001 - $15,000 |
Source |
| 2024-05-08 | 2024-02-20 | Partial sale |
iShares 7-10 Year Treasury Bond ETF |
$1,001 - $15,000 |
Source |
| 2024-05-08 | 2024-03-28 | Sale |
HES Hess Corp |
$1,001 - $15,000 |
Source |
| 2024-05-08 | 2024-03-28 | Buy |
AMAT Applied Materials, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2024-05-07 | 2024-04-11 | Buy |
SCZ iShares MSCI EAFE Small-Cap ETF |
$15,001 - $50,000 |
Source |
| 2024-05-07 | 2024-04-11 | Partial sale |
EFA iShares MSCI EAFE ETF |
$15,001 - $50,000 |
Source |
| 2024-05-07 | 2024-04-16 | Buy |
JMBS Janus Henderson Mortgage-Backed Securities ETF |
$1,001 - $15,000 |
Source |
| 2024-05-07 | 2024-04-16 | Partial sale |
CMBS iShares CMBS Bond ETF |
$1,001 - $15,000 |
Source |
| 2024-01-08 | 2023-12-12 | Buy |
PPLT abrdn Physical Platinum Shares ETF |
$1,001 - $15,000 |
Source |
| 2024-01-08 | 2023-12-20 | Buy |
PFE Pfizer, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2024-01-08 | 2023-12-20 | Buy |
PFE Pfizer, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2024-01-08 | 2023-12-12 | Buy |
PALL abrdn Physical Palladium Shares ETF |
$1,001 - $15,000 |
Source |
| 2024-01-08 | 2023-12-12 | Buy |
PALL abrdn Physical Palladium Shares ETF |
$1,001 - $15,000 |
Source |
| 2024-01-08 | 2023-12-20 | Partial sale |
LRCX Lam Research Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2024-01-08 | 2023-12-20 | Partial sale |
LRCX Lam Research Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2024-01-08 | 2023-12-12 | Partial sale |
Goldman Sachs Access Treasury 0-1 Year ETF |
$1,001 - $15,000 |
Source |
| 2024-01-08 | 2023-12-12 | Partial sale |
Goldman Sachs Access Treasury 0-1 Year ETF |
$1,001 - $15,000 |
Source |