LLYStock | Sale$1,001 - $15,000 | 2026-08-24FILED +276 DAYS | 2025-11-21 | −6.02% | Eli Lilly and Co |
FTGCETF | Sale$1,001 - $15,000 | 2026-08-24FILED +276 DAYS | 2025-11-21 | −1.50% | FIRST TR GLOBAL TACTICAL CMD |
EIPIETF | Sale$1,001 - $15,000 | 2026-08-24FILED +276 DAYS | 2025-11-21 | −3.66% | FT EGY PARTNER ENHANCED ETF |
FISVStock | Sale$1,001 - $15,000 | 2026-08-24FILED +276 DAYS | 2025-11-21 | −30.58% | Fiserv Inc |
TPYPETF | Sale$1,001 - $15,000 | 2026-08-24FILED +276 DAYS | 2025-11-21 | +4.87% | Managed Portfolio Series Tortoise North American Pipeline Fund |
VEAETF | Sale$1,001 - $15,000 | 2026-08-24FILED +276 DAYS | 2025-11-21 | +5.83% | Vanguard FTSE Developed Markets ETF |
VNQIETF | Sale$1,001 - $15,000 | 2026-08-24FILED +276 DAYS | 2025-11-21 | −19.93% | Vanguard Global ex-U.S. Real Estate ETF |
IVVETF | Sale$1,001 - $15,000 | 2026-08-24FILED +276 DAYS | 2025-11-21 | −0.02% | iShares Core S&P 500 ETF |
IWMETF | Sale$1,001 - $15,000 | 2026-08-24FILED +276 DAYS | 2025-11-21 | +10.25% | iShares Trust - iShares Russell 2000 ETF |
GEMETF | Sale$1,001 - $15,000 | 2026-08-24FILED +277 DAYS | 2025-11-20 | +8.35% | Goldman Sachs ActiveBeta Emerging Markets Equity ETF |
RNWGXMutual Fund | Sale$1,001 - $15,000 | 2026-08-24FILED +277 DAYS | 2025-11-20 | −2.47% | NEW WORLD FUND INC |
EFAETF | Sale$1,001 - $15,000 | 2026-08-24FILED +277 DAYS | 2025-11-20 | +0.22% | iShares MSCI EAFE ETF |
CRMStock | Sale$1,001 - $15,000 | 2026-08-24FILED +284 DAYS | 2025-11-13 | −9.91% | salesforce.com Inc |
| AAXJETF | Sale$1,001 - $15,000 | 2026-08-24FILED +291 DAYS | 2025-11-06 | +10.30% | iShares MSCI All Country Asia ex Japan ETF |
MSFTStock | Purchase$1,001 - $15,000 | 2026-08-20FILED +485 DAYS | 2025-04-22 | −8.56% | Microsoft Corp |
MSFTStock | Purchase$1,001 - $15,000 | 2026-08-20FILED +491 DAYS | 2025-04-16 | −10.78% | Microsoft Corp |
ORCLStock | Purchase$1,001 - $15,000 | 2026-08-20FILED +491 DAYS | 2025-04-16 | −29.60% | Oracle Corp |
UNHStock | Purchase$1,001 - $15,000 | 2026-08-20FILED +491 DAYS | 2025-04-16 | −79.17% | Unitedhealth Group Inc |
METAStock | Purchase$1,001 - $15,000 | 2026-08-20FILED +492 DAYS | 2025-04-15 | −33.92% | Meta Platforms Inc |
| HYGETF | Purchase$1,001 - $15,000 | 2026-08-20FILED +498 DAYS | 2025-04-09 | −37.87% | iShares iBoxx High Yield Corporate Bond ETF |
AVGOStock | Purchase$1,001 - $15,000 | 2026-08-20FILED +499 DAYS | 2025-04-08 | +82.81% | Broadcom Inc |
| CBOEStock | Purchase$1,001 - $15,000 | 2026-08-20FILED +499 DAYS | 2025-04-08 | −4.47% | Cboe Global Markets Inc |
CLStock | Purchase$1,001 - $15,000 | 2026-08-20FILED +499 DAYS | 2025-04-08 | −52.65% | Colgate-Palmolive Co |
| CBOEStock | Sale$1,001 - $15,000 | 2026-08-17FILED +17 DAYS | 2026-07-31 | −2.02% | Cboe Global Markets Inc |
PYPLStock | Purchase$1,001 - $15,000 | 2026-08-17FILED +18 DAYS | 2026-07-30 | +2.66% | PayPal Holdings Inc |
JPMStock | Sale$1,001 - $15,000 | 2026-08-17FILED +25 DAYS | 2026-07-23 | −3.22% | JPMorgan Chase & Co |
SPYMETF | Purchase$1,001 - $15,000 | 2026-08-17FILED +25 DAYS | 2026-07-23 | −0.04% | TRADR 2X LONG SPY MNTHLY ETF |
HDStock | Sale$1,001 - $15,000 | 2026-08-17FILED +39 DAYS | 2026-07-09 | −5.57% | The Home Depot Inc |
| APTVStock | Purchase$1,001 - $15,000 | 2026-08-17FILED +39 DAYS | 2026-07-09 | −26.67% | Aptiv PLC |
TRVStock | Sale$1,001 - $15,000 | 2026-08-17FILED +46 DAYS | 2026-07-02 | +4.36% | The Travelers Companies Inc |
CVXStock | Purchase$1,001 - $15,000 | 2026-08-17FILED +46 DAYS | 2026-07-02 | +14.45% | Chevron Corp |
SPYMETF | Purchase$1,001 - $15,000 | 2026-08-17FILED +46 DAYS | 2026-07-02 | −0.02% | TRADR 2X LONG SPY MNTHLY ETF |
ELStock | Purchase$1,001 - $15,000 | 2026-08-17FILED +46 DAYS | 2026-07-02 | +23.34% | The Estee Lauder Cos Inc |
PALLETF | Purchase$1,001 - $15,000 | 2026-07-13FILED +18 DAYS | 2026-06-25 | +9.21% | ABRDN PHYSICAL PALLAD SH ETF |
IGVStock | Purchase$1,001 - $15,000 | 2026-07-13FILED +18 DAYS | 2026-06-25 | +25.14% | IShares Expanded Tech-Software Sector ETF |
FTGCETF | Sale$1,001 - $15,000 | 2026-07-13FILED +18 DAYS | 2026-06-25 | +8.27% | FIRST TR GLOBAL TACTICAL CMD |
TPYPETF | Sale$1,001 - $15,000 | 2026-07-13FILED +18 DAYS | 2026-06-25 | −3.72% | Managed Portfolio Series Tortoise North American Pipeline Fund |
SCHPETF | Purchase$1,001 - $15,000 | 2026-07-13FILED +26 DAYS | 2026-06-17 | −5.43% | Schwab US TIPS ETF |
IEFETF | Sale$1,001 - $15,000 | 2026-07-13FILED +26 DAYS | 2026-06-17 | −4.91% | iShares 7-10 Year Treasury Bond ETF |
CEGStock | Purchase$1,001 - $15,000 | 2026-07-13FILED +31 DAYS | 2026-06-12 | +7.33% | CONSTELLATION ENE CORP |
ATOStock | Sale$1,001 - $15,000 | 2026-07-13FILED +31 DAYS | 2026-06-12 | −5.57% | Atmos Energy Corp |
UNHStock | Purchase$1,001 - $15,000 | 2026-07-13FILED +39 DAYS | 2026-06-04 | −2.21% | Unitedhealth Group Inc |
BSXStock | Sale$1,001 - $15,000 | 2026-07-13FILED +39 DAYS | 2026-06-04 | −6.31% | Boston Scientific Corp |
XFIVETF | Purchase$1,001 - $15,000 | 2026-06-16FILED +20 DAYS | 2026-05-27 | −3.72% | BONDBLOXX BL Y T D US T ETF |
XTWOETF | Purchase$1,001 - $15,000 | 2026-06-16FILED +20 DAYS | 2026-05-27 | −3.04% | BONDBLOXX BL T Y T D U T ETF |
GIGBETF | Purchase$1,001 - $15,000 | 2026-06-16FILED +20 DAYS | 2026-05-27 | −4.23% | Goldman Sachs Access Investment Grade Corporate Bond ETF |
GBILETF | Purchase$1,001 - $15,000 | 2026-06-16FILED +20 DAYS | 2026-05-27 | −2.73% | Goldman Sachs AccessTreasury 0-1 Year ETF |
JMBSETF | Purchase$1,001 - $15,000 | 2026-06-16FILED +20 DAYS | 2026-05-27 | −3.84% | Janus Henderson Mortgage-Backed Securities ETF |
SCHPETF | Purchase$1,001 - $15,000 | 2026-06-16FILED +20 DAYS | 2026-05-27 | −5.40% | Schwab US TIPS ETF |
TLHETF | Purchase$1,001 - $15,000 | 2026-06-16FILED +20 DAYS | 2026-05-27 | −4.57% | iShares 10-20 Year Treasury Bond ETF |
IEFETF | Purchase$1,001 - $15,000 | 2026-06-16FILED +20 DAYS | 2026-05-27 | −3.91% | iShares 7-10 Year Treasury Bond ETF |
AGZETF | Purchase$1,001 - $15,000 | 2026-06-16FILED +20 DAYS | 2026-05-27 | −3.08% | iShares Agency Bond ETF |
CMBSETF | Purchase$1,001 - $15,000 | 2026-06-16FILED +20 DAYS | 2026-05-27 | −3.22% | iShares CMBS ETF |
MBBETF | Purchase$1,001 - $15,000 | 2026-06-16FILED +20 DAYS | 2026-05-27 | −3.66% | iShares MBS ETF |
FTGCETF | Sale$1,001 - $15,000 | 2026-06-16FILED +20 DAYS | 2026-05-27 | +3.27% | FIRST TR GLOBAL TACTICAL CMD |
EIPIETF | Sale$1,001 - $15,000 | 2026-06-16FILED +20 DAYS | 2026-05-27 | −0.86% | FT EGY PARTNER ENHANCED ETF |
GEMETF | Sale$1,001 - $15,000 | 2026-06-16FILED +20 DAYS | 2026-05-27 | −3.21% | Goldman Sachs ActiveBeta Emerging Markets Equity ETF |
RNWGXMutual Fund | Sale$1,001 - $15,000 | 2026-06-16FILED +20 DAYS | 2026-05-27 | −1.30% | NEW WORLD FUND INC |
SPYMETF | Sale$1,001 - $15,000 | 2026-06-16FILED +20 DAYS | 2026-05-27 | −0.03% | TRADR 2X LONG SPY MNTHLY ETF |
VEAETF | Sale$1,001 - $15,000 | 2026-06-16FILED +20 DAYS | 2026-05-27 | +0.06% | Vanguard FTSE Developed Markets ETF |
VNQIETF | Sale$1,001 - $15,000 | 2026-06-16FILED +20 DAYS | 2026-05-27 | −3.53% | Vanguard Global ex-U.S. Real Estate ETF |
IVVETF | Sale$1,001 - $15,000 | 2026-06-16FILED +20 DAYS | 2026-05-27 | −0.02% | iShares Core S&P 500 ETF |
EFAETF | Sale$1,001 - $15,000 | 2026-06-16FILED +20 DAYS | 2026-05-27 | +0.35% | iShares MSCI EAFE ETF |
IWMETF | Sale$1,001 - $15,000 | 2026-06-16FILED +20 DAYS | 2026-05-27 | +0.50% | iShares Trust - iShares Russell 2000 ETF |
ALBStock | Purchase$1,001 - $15,000 | 2026-06-16FILED +32 DAYS | 2026-05-15 | −29.05% | Albemarle Corp |
PLTRStock | Purchase$1,001 - $15,000 | 2026-06-16FILED +32 DAYS | 2026-05-15 | +34.44% | Palantir Technologies Inc |
ACNStock | Sale$1,001 - $15,000 | 2026-06-16FILED +32 DAYS | 2026-05-15 | +6.67% | Accenture PLC |
ECLStock | Sale$1,001 - $15,000 | 2026-06-16FILED +32 DAYS | 2026-05-15 | +11.14% | Ecolab Inc |
XFIVETF | Purchase$50,001 - $100,000 | 2026-06-16FILED +34 DAYS | 2026-05-13 | −4.89% | BONDBLOXX BL Y T D US T ETF |
GIGBETF | Purchase$1,001 - $15,000 | 2026-06-16FILED +34 DAYS | 2026-05-13 | −5.08% | Goldman Sachs Access Investment Grade Corporate Bond ETF |
JMBSETF | Sale$1,001 - $15,000 | 2026-06-16FILED +34 DAYS | 2026-05-13 | −5.01% | Janus Henderson Mortgage-Backed Securities ETF |
SCHPETF | Sale$1,001 - $15,000 | 2026-06-16FILED +34 DAYS | 2026-05-13 | −6.68% | Schwab US TIPS ETF |
IEIETF | Sale$50,001 - $100,000 | 2026-06-16FILED +34 DAYS | 2026-05-13 | −4.71% | iShares 3-7 Year Treasury Bond ETF |
CMBSETF | Sale$1,001 - $15,000 | 2026-06-16FILED +34 DAYS | 2026-05-13 | −4.13% | iShares CMBS ETF |
MBBETF | Sale$1,001 - $15,000 | 2026-06-16FILED +34 DAYS | 2026-05-13 | −4.76% | iShares MBS ETF |
GOOGLStock | Purchase$1,001 - $15,000 | 2026-05-11FILED +236 DAYS | 2025-09-17 | +19.54% | Alphabet Inc |
SHYETF | Purchase$1,001 - $15,000 | 2026-05-11FILED +237 DAYS | 2025-09-16 | −17.99% | iShares 1-3 Year Treasury Bond ETF |
IEIETF | Purchase$15,001 - $50,000 | 2026-05-11FILED +237 DAYS | 2025-09-16 | −19.72% | iShares 3-7 Year Treasury Bond ETF |
IEFETF | Purchase$15,001 - $50,000 | 2026-05-11FILED +237 DAYS | 2025-09-16 | −20.92% | iShares 7-10 Year Treasury Bond ETF |
SCHPETF | Purchase$1,001 - $15,000 | 2026-05-11FILED +237 DAYS | 2025-09-16 | −20.74% | Schwab US TIPS ETF |
ETNStock | Purchase$1,001 - $15,000 | 2026-05-11FILED +241 DAYS | 2025-09-12 | −3.59% | Eaton Corp PLC |
ADBEStock | Purchase$1,001 - $15,000 | 2026-05-11FILED +249 DAYS | 2025-09-04 | −34.81% | Adobe Inc |
DTEStock | Sale$1,001 - $15,000 | 2026-05-11FILED +418 DAYS | 2025-03-19 | −35.91% | DTE Energy Co |
IVWETF | Sale$1,001 - $15,000 | 2026-05-11FILED +418 DAYS | 2025-03-19 | +12.58% | iShares S&P 500 Growth ETF |
DVNStock | Purchase$1,001 - $15,000 | 2026-05-08FILED +29 DAYS | 2026-04-09 | −15.00% | Devon Energy Corp |
TBLLETF | Sale$1,001 - $15,000 | 2026-05-08FILED +36 DAYS | 2026-04-02 | −17.57% | INVESCO SHORT TERM TREAS ETF |
CEGStock | Purchase$1,001 - $15,000 | 2026-05-08FILED +36 DAYS | 2026-04-02 | −14.06% | CONSTELLATION ENE CORP |
SPYMETF | Purchase$1,001 - $15,000 | 2026-04-14FILED +25 DAYS | 2026-03-20 | −0.00% | TRADR 2X LONG SPY MNTHLY ETF |
TPYPETF | Sale$1,001 - $15,000 | 2026-04-14FILED +25 DAYS | 2026-03-20 | −16.84% | Managed Portfolio Series Tortoise North American Pipeline Fund |
FTGCETF | Purchase$1,001 - $15,000 | 2026-04-14FILED +26 DAYS | 2026-03-19 | −9.99% | FIRST TR GLOBAL TACTICAL CMD |
NVDAStock | Purchase$1,001 - $15,000 | 2026-04-14FILED +26 DAYS | 2026-03-19 | +10.81% | NVIDIA Corporation |
VEAETF | Purchase$1,001 - $15,000 | 2026-04-14FILED +26 DAYS | 2026-03-19 | −2.44% | Vanguard FTSE Developed Markets ETF |
BBEUETF | Sale$15,001 - $50,000 | 2026-04-14FILED +26 DAYS | 2026-03-19 | −5.25% | JPMORGAN BETABULDR EUROP ETF |
JNJStock | Sale$1,001 - $15,000 | 2026-04-14FILED +26 DAYS | 2026-03-19 | −5.01% | Johnson & Johnson |
ARESStock | Purchase$1,001 - $15,000 | 2026-04-14FILED +32 DAYS | 2026-03-13 | +23.52% | Ares Management Corp |
MSFTStock | Purchase$1,001 - $15,000 | 2026-04-14FILED +40 DAYS | 2026-03-05 | +9.80% | Microsoft Corp |
NTAPStock | Purchase$1,001 - $15,000 | 2026-03-06FILED +7 DAYS | 2026-02-27 | +80.10% | NetApp Inc |
AMATStock | Sale$1,001 - $15,000 | 2026-03-06FILED +7 DAYS | 2026-02-27 | +17.16% | Applied Materials Inc |
KRStock | Purchase$1,001 - $15,000 | 2026-03-06FILED +8 DAYS | 2026-02-26 | −27.12% | The Kroger Co |
PGStock | Sale$1,001 - $15,000 | 2026-03-06FILED +8 DAYS | 2026-02-26 | −24.45% | The Procter & Gamble Co |
UNPStock | Sale$1,001 - $15,000 | 2026-03-06FILED +15 DAYS | 2026-02-19 | +4.34% | Union Pacific Corp |
MSFTStock | Purchase$1,001 - $15,000 | 2026-03-06FILED +21 DAYS | 2026-02-13 | +12.74% | Microsoft Corp |
ADBEStock | Sale$1,001 - $15,000 | 2026-03-06FILED +21 DAYS | 2026-02-13 | −3.57% | Adobe Inc |
XTWOETF | Purchase$15,001 - $50,000 | 2026-03-06FILED +28 DAYS | 2026-02-06 | −12.81% | BONDBLOXX BL T Y T D U T ETF |
GIGBETF | Purchase$1,001 - $15,000 | 2026-03-06FILED +28 DAYS | 2026-02-06 | −14.35% | Goldman Sachs Access Investment Grade Corporate Bond ETF |
UBERStock | Purchase$1,001 - $15,000 | 2026-03-06FILED +28 DAYS | 2026-02-06 | −8.74% | Uber Technologies Inc |
TLHETF | Purchase$1,001 - $15,000 | 2026-03-06FILED +28 DAYS | 2026-02-06 | −15.85% | iShares 10-20 Year Treasury Bond ETF |
IEFETF | Purchase$1,001 - $15,000 | 2026-03-06FILED +28 DAYS | 2026-02-06 | −14.61% | iShares 7-10 Year Treasury Bond ETF |
CMBSETF | Purchase$1,001 - $15,000 | 2026-03-06FILED +28 DAYS | 2026-02-06 | −13.40% | iShares CMBS ETF |
EMBETF | Purchase$1,001 - $15,000 | 2026-03-06FILED +28 DAYS | 2026-02-06 | −13.27% | iShares JPMorgan USD Emerging Markets Bond Fund |
| DBLEXETF | Sale$1,001 - $15,000 | 2026-03-06FILED +28 DAYS | 2026-02-06 | —no price data — the price source has no history for this symbol. | DOUBLELINE EMERGING MARKETS FIXED INCOME FUND |
JMBSETF | Sale$1,001 - $15,000 | 2026-03-06FILED +28 DAYS | 2026-02-06 | −14.34% | Janus Henderson Mortgage-Backed Securities ETF |
SHYETF | Sale$15,001 - $50,000 | 2026-03-06FILED +28 DAYS | 2026-02-06 | −12.64% | iShares 1-3 Year Treasury Bond ETF |
AGZETF | Sale$1,001 - $15,000 | 2026-03-06FILED +28 DAYS | 2026-02-06 | −12.97% | iShares Agency Bond ETF |
MBBETF | Sale$1,001 - $15,000 | 2026-03-06FILED +28 DAYS | 2026-02-06 | −13.76% | iShares MBS ETF |
CVSStock | Purchase$1,001 - $15,000 | 2026-02-15FILED +17 DAYS | 2026-01-29 | +13.72% | CVS Health Corp |
CATStock | Purchase$1,001 - $15,000 | 2026-02-15FILED +17 DAYS | 2026-01-29 | +11.71% | Caterpillar Inc |
ETNStock | Purchase$1,001 - $15,000 | 2026-02-15FILED +17 DAYS | 2026-01-29 | +6.30% | Eaton Corp PLC |
PYPLStock | Purchase$1,001 - $15,000 | 2026-02-15FILED +17 DAYS | 2026-01-29 | +4.64% | PayPal Holdings Inc |
FISVStock | Sale$1,001 - $15,000 | 2026-02-15FILED +17 DAYS | 2026-01-29 | −28.21% | Fiserv Inc |
OMCStock | Sale$1,001 - $15,000 | 2026-02-15FILED +17 DAYS | 2026-01-29 | +4.89% | Omnicom Group Inc |
UNPStock | Sale$1,001 - $15,000 | 2026-02-15FILED +17 DAYS | 2026-01-29 | +20.62% | Union Pacific Corp |
IVWETF | Sale$1,001 - $15,000 | 2026-02-15FILED +17 DAYS | 2026-01-29 | +1.60% | iShares S&P 500 Growth ETF |
DXCMStock | Purchase$1,001 - $15,000 | 2026-02-15FILED +20 DAYS | 2026-01-26 | +10.43% | DexCom Inc |
MUStock | Sale$1,001 - $15,000 | 2026-02-15FILED +20 DAYS | 2026-01-26 | +129.09% | Micron Technology Inc |
FTGCETF | Purchase$1,001 - $15,000 | 2026-02-15FILED +23 DAYS | 2026-01-23 | +10.31% | FIRST TR GLOBAL TACTICAL CMD |
EIPIETF | Purchase$1,001 - $15,000 | 2026-02-15FILED +23 DAYS | 2026-01-23 | −1.24% | FT EGY PARTNER ENHANCED ETF |
GIGBETF | Purchase$1,001 - $15,000 | 2026-02-15FILED +23 DAYS | 2026-01-23 | −14.74% | Goldman Sachs Access Investment Grade Corporate Bond ETF |
JMBSETF | Purchase$1,001 - $15,000 | 2026-02-15FILED +23 DAYS | 2026-01-23 | −14.56% | Janus Henderson Mortgage-Backed Securities ETF |
RNWGXETF | Purchase$1,001 - $15,000 | 2026-02-15FILED +23 DAYS | 2026-01-23 | −0.51% | NEW WORLD FUND INC |
VNQIETF | Purchase$1,001 - $15,000 | 2026-02-15FILED +23 DAYS | 2026-01-23 | −15.58% | Vanguard Global ex-U.S. Real Estate ETF |
CMBSETF | Purchase$1,001 - $15,000 | 2026-02-15FILED +23 DAYS | 2026-01-23 | −13.40% | iShares CMBS ETF |
IVVETF | Purchase$1,001 - $15,000 | 2026-02-15FILED +23 DAYS | 2026-01-23 | +0.04% | iShares Core S&P 500 ETF |
MBBETF | Purchase$1,001 - $15,000 | 2026-02-15FILED +23 DAYS | 2026-01-23 | −14.00% | iShares MBS ETF |
GEMETF | Purchase$1,001 - $15,000 | 2026-02-15FILED +23 DAYS | 2026-01-23 | +2.94% | Goldman Sachs ActiveBeta Emerging Markets Equity ETF |
TBLLETF | Purchase$1,001 - $15,000 | 2026-02-15FILED +23 DAYS | 2026-01-23 | −11.81% | INVESCO SHORT TERM TREAS ETF |
TPYPETF | Purchase$1,001 - $15,000 | 2026-02-15FILED +23 DAYS | 2026-01-23 | +5.34% | Managed Portfolio Series Tortoise North American Pipeline Fund |
PPLTETF | Sale$1,001 - $15,000 | 2026-02-15FILED +23 DAYS | 2026-01-23 | −45.45% | ABRDN PHYSICAL PLATIN SH ETF |
IWMETF | Sale$1,001 - $15,000 | 2026-02-15FILED +23 DAYS | 2026-01-23 | +1.34% | iShares Trust - iShares Russell 2000 ETF |
PALLETF | Sale$1,001 - $15,000 | 2026-02-15FILED +23 DAYS | 2026-01-23 | −45.36% | ABRDN PHYSICAL PALLAD SH ETF |
MDYETF | Sale$1,001 - $15,000 | 2026-02-15FILED +23 DAYS | 2026-01-23 | −2.06% | SPDR MidCap 400 ETF Trust |
SLVETF | Sale$1,001 - $15,000 | 2026-02-15FILED +23 DAYS | 2026-01-23 | −44.32% | iShares Silver Trust |
AAPLStock | Purchase$1,001 - $15,000 | 2026-02-15FILED +31 DAYS | 2026-01-15 | +10.44% | Apple Inc |
VStock | Purchase$1,001 - $15,000 | 2026-02-15FILED +31 DAYS | 2026-01-15 | +4.43% | Visa Inc |
OMCStock | Sale$1,001 - $15,000 | 2026-02-15FILED +31 DAYS | 2026-01-15 | −2.67% | Omnicom Group Inc |
XOMStock | Purchase$1,001 - $15,000 | 2026-02-15FILED +38 DAYS | 2026-01-08 | +15.45% | Exxon Mobil Corp |
DISStock | Purchase$1,001 - $15,000 | 2026-02-15FILED +38 DAYS | 2026-01-08 | −18.27% | The Walt Disney Co |
NFLXStock | Purchase$1,001 - $15,000 | 2026-02-15FILED +38 DAYS | 2026-01-08 | −23.64% | Netflix Inc |
LRCXStock | Sale$1,001 - $15,000 | 2026-02-15FILED +38 DAYS | 2026-01-08 | +46.70% | Lam Research Corp |
MUStock | Sale$1,001 - $15,000 | 2026-02-15FILED +38 DAYS | 2026-01-08 | +174.20% | Micron Technology Inc |
CVSStock | Purchase$1,001 - $15,000 | 2026-02-14FILED +16 DAYS | 2026-01-29 | +13.72% | CVS Corp |
CATStock | Purchase$1,001 - $15,000 | 2026-02-14FILED +16 DAYS | 2026-01-29 | +11.71% | Caterpillar Inc |
ETNStock | Purchase$1,001 - $15,000 | 2026-02-14FILED +16 DAYS | 2026-01-29 | +6.30% | Eaton Corp |
PYPLStock | Purchase$1,001 - $15,000 | 2026-02-14FILED +16 DAYS | 2026-01-29 | +4.64% | Paypal Holdings |
FISVStock | Sale (Full)$1,001 - $15,000 | 2026-02-14FILED +16 DAYS | 2026-01-29 | −28.21% | Fiserv Inc |
OMCStock | Sale (Full)$1,001 - $15,000 | 2026-02-14FILED +16 DAYS | 2026-01-29 | +4.89% | Omnicom Group Inc |
UNPStock | Sale (Partial)$1,001 - $15,000 | 2026-02-14FILED +16 DAYS | 2026-01-29 | +20.62% | Union Pacific Corp |
IVWStock | Sale (Full)$1,001 - $15,000 | 2026-02-14FILED +16 DAYS | 2026-01-29 | +1.60% | iShares S&P 500 Growth ETF |
DXCMStock | Purchase$1,001 - $15,000 | 2026-02-14FILED +19 DAYS | 2026-01-26 | +10.43% | Dexcom Inc |
MUStock | Sale (Partial)$1,001 - $15,000 | 2026-02-14FILED +19 DAYS | 2026-01-26 | +129.09% | Micron Technology |
EIPIStock | Purchase$1,001 - $15,000 | 2026-02-14FILED +22 DAYS | 2026-01-23 | −1.24% | First Trust Exchange-Traded Fund VIII FT Energy In |
FTGCStock | Purchase$1,001 - $15,000 | 2026-02-14FILED +22 DAYS | 2026-01-23 | +10.31% | First Trust Global Tactical Commodity Strategy Fun |
GIGBStock | Purchase$1,001 - $15,000 | 2026-02-14FILED +22 DAYS | 2026-01-23 | −14.74% | Goldman Sachs Access Investment Grade Corporate Bo |
GEMStock | Purchase$1,001 - $15,000 | 2026-02-14FILED +22 DAYS | 2026-01-23 | +2.94% | Goldman Sachs ActiveBeta Emerging Markets Equity E |
TBLLStock | Purchase$1,001 - $15,000 | 2026-02-14FILED +22 DAYS | 2026-01-23 | −11.81% | Invesco Short Term Treasury ETF |
JMBSStock | Purchase$1,001 - $15,000 | 2026-02-14FILED +22 DAYS | 2026-01-23 | −14.56% | Janus Henderson Mortgage-Backed Securities ETF |
RNWGXStock | Purchase$1,001 - $15,000 | 2026-02-14FILED +22 DAYS | 2026-01-23 | −0.51% | New World Fund Inc. Cl R-6 |
LITPStock | Purchase$1,001 - $15,000 | 2026-02-14FILED +22 DAYS | 2026-01-23 | −37.32% | Sprott Lithium Miners ETF |
TPYPStock | Purchase$1,001 - $15,000 | 2026-02-14FILED +22 DAYS | 2026-01-23 | +5.34% | Tortoise Capital Series Trust Tortoise North Ameri |
VNQIStock | Purchase$1,001 - $15,000 | 2026-02-14FILED +22 DAYS | 2026-01-23 | −15.58% | Vanguard Global ex-U.S. Real Estate ETF |
CMBSStock | Purchase$1,001 - $15,000 | 2026-02-14FILED +22 DAYS | 2026-01-23 | −13.40% | iShares CMBS Bond ETF |
IVVStock | Purchase$1,001 - $15,000 | 2026-02-14FILED +22 DAYS | 2026-01-23 | +0.04% | iShares Core S&P 500 ETF |
MBBStock | Purchase$1,001 - $15,000 | 2026-02-14FILED +22 DAYS | 2026-01-23 | −14.00% | iShares MBS ETF |
MDYStock | Sale (Partial)$1,001 - $15,000 | 2026-02-14FILED +22 DAYS | 2026-01-23 | −2.06% | SPDR S&P MidCap 400 ETF Trust |
PALLStock | Sale (Full)$1,001 - $15,000 | 2026-02-14FILED +22 DAYS | 2026-01-23 | −45.36% | abrdn Physical Palladium Shares ETF |
PPLTStock | Sale (Full)$1,001 - $15,000 | 2026-02-14FILED +22 DAYS | 2026-01-23 | −45.45% | abrdn Physical Platinum Shares ETF |
IWMStock | Sale (Partial)$1,001 - $15,000 | 2026-02-14FILED +22 DAYS | 2026-01-23 | +1.34% | iShares Russell 2000 ETF |
SLVStock | Sale (Full)$1,001 - $15,000 | 2026-02-14FILED +22 DAYS | 2026-01-23 | −44.32% | iShares Silver Trust |
AAPLStock | Purchase$1,001 - $15,000 | 2026-02-14FILED +30 DAYS | 2026-01-15 | +10.44% | Apple Inc |
VStock | Purchase$1,001 - $15,000 | 2026-02-14FILED +30 DAYS | 2026-01-15 | +4.43% | Visa Inc |
OMCStock | Sale (Partial)$1,001 - $15,000 | 2026-02-14FILED +30 DAYS | 2026-01-15 | −2.67% | Omnicom Group Inc |
XOMStock | Purchase$1,001 - $15,000 | 2026-02-14FILED +37 DAYS | 2026-01-08 | +15.45% | Exxon Mobil Corp |
NFLXStock | Purchase$1,001 - $15,000 | 2026-02-14FILED +37 DAYS | 2026-01-08 | −23.64% | Netflix Inc |
DISStock | Purchase$1,001 - $15,000 | 2026-02-14FILED +37 DAYS | 2026-01-08 | −18.27% | Walt Disney Company |
LRCXStock | Sale (Partial)$1,001 - $15,000 | 2026-02-14FILED +37 DAYS | 2026-01-08 | +46.70% | Lam Research Corp |
MUStock | Sale (Partial)$1,001 - $15,000 | 2026-02-14FILED +37 DAYS | 2026-01-08 | +174.20% | Micron Technology |
IVWETF | Purchase$1,001 - $15,000 | 2026-01-13FILED +13 DAYS | 2025-12-31 | +1.17% | iShares S&P 500 Growth ETF |
| SMCIStock | Sale$1,001 - $15,000 | 2026-01-13FILED +13 DAYS | 2025-12-31 | +18.32% | SUPER MICRO COMPUTER INC |
| IJRETF | Purchase$1,001 - $15,000 | 2026-01-13FILED +18 DAYS | 2025-12-26 | +7.50% | iShares Core S&P Small-Cap ETF |
| KREETF | Sale$1,001 - $15,000 | 2026-01-13FILED +18 DAYS | 2025-12-26 | +0.07% | SPDR S&P Regional Banking ETF |
PALLETF | Sale$1,001 - $15,000 | 2026-01-13FILED +20 DAYS | 2025-12-24 | −33.16% | ABRDN PHYSICAL PALLAD SH ETF |
SLVETF | Sale$1,001 - $15,000 | 2026-01-13FILED +20 DAYS | 2025-12-24 | −15.45% | iShares Silver Trust |
AAPLStock | Purchase$1,001 - $15,000 | 2026-01-13FILED +27 DAYS | 2025-12-17 | +0.87% | Apple Inc |
MSFTStock | Purchase$1,001 - $15,000 | 2026-01-13FILED +27 DAYS | 2025-12-17 | −8.77% | Microsoft Corp |
WFCStock | Purchase$1,001 - $15,000 | 2026-01-13FILED +27 DAYS | 2025-12-17 | −23.08% | Wells Fargo & Co |
BSXStock | Sale$1,001 - $15,000 | 2026-01-13FILED +27 DAYS | 2025-12-17 | −65.45% | Boston Scientific Corp |
| MSIStock | Sale$1,001 - $15,000 | 2026-01-13FILED +27 DAYS | 2025-12-17 | +15.07% | Motorola Solutions Inc |
ANETStock | Purchase$1,001 - $15,000 | 2026-01-13FILED +33 DAYS | 2025-12-11 | +37.74% | Arista Networks Inc |
| SMCIStock | Purchase$1,001 - $15,000 | 2026-01-13FILED +33 DAYS | 2025-12-11 | +1.16% | SUPER MICRO COMPUTER INC |
TBLLETF | Sale$1,001 - $15,000 | 2026-01-13FILED +33 DAYS | 2025-12-11 | −12.04% | INVESCO SHORT TERM TREAS ETF |
IVWStock | Purchase$1,001 - $15,000 | 2026-01-12FILED +12 DAYS | 2025-12-31 | +1.17% | iShares S&P 500 Growth ETF |
| SMCIStock | Sale (Full)$1,001 - $15,000 | 2026-01-12FILED +12 DAYS | 2025-12-31 | +18.32% | Super Micro Computer, Inc. - Common Stock |
| IJRStock | Purchase$1,001 - $15,000 | 2026-01-12FILED +17 DAYS | 2025-12-26 | +7.50% | iShares Core S&P Small-Cap ETF |
| KREStock | Sale (Full)$1,001 - $15,000 | 2026-01-12FILED +17 DAYS | 2025-12-26 | +0.07% | SPDR S&P Regional Banking ETF |
SPYMStock | Purchase$15,001 - $50,000 | 2026-01-12FILED +19 DAYS | 2025-12-24 | −0.29% | State Street SPDR Portfolio S&P 500 ETF |
PALLStock | Sale (Partial)$1,001 - $15,000 | 2026-01-12FILED +19 DAYS | 2025-12-24 | −33.16% | abrdn Physical Palladium Shares ETF |
PPLTStock | Sale (Partial)$1,001 - $15,000 | 2026-01-12FILED +19 DAYS | 2025-12-24 | −29.74% | abrdn Physical Platinum Shares ETF |
SLVStock | Sale (Partial)$1,001 - $15,000 | 2026-01-12FILED +19 DAYS | 2025-12-24 | −15.45% | iShares Silver Trust |
AAPLStock | Purchase$1,001 - $15,000 | 2026-01-12FILED +26 DAYS | 2025-12-17 | +0.87% | Apple Inc |
MSFTStock | Purchase$1,001 - $15,000 | 2026-01-12FILED +26 DAYS | 2025-12-17 | −8.77% | Microsoft Corp |
WFCStock | Purchase$1,001 - $15,000 | 2026-01-12FILED +26 DAYS | 2025-12-17 | −23.08% | Wells Fargo & Company |
BSXStock | Sale (Partial)$1,001 - $15,000 | 2026-01-12FILED +26 DAYS | 2025-12-17 | −65.45% | Boston Scientific Corp |
| MSIStock | Sale (Partial)$1,001 - $15,000 | 2026-01-12FILED +26 DAYS | 2025-12-17 | +15.07% | Motorola Solutions, Inc. Common Stock |
ANETStock | Purchase$1,001 - $15,000 | 2026-01-12FILED +32 DAYS | 2025-12-11 | +37.74% | Arista Networks, Inc. Common Stock |
| SMCIStock | Purchase$1,001 - $15,000 | 2026-01-12FILED +32 DAYS | 2025-12-11 | +1.16% | Super Micro Computer |
TBLLStock | Sale (Partial)$1,001 - $15,000 | 2026-01-12FILED +32 DAYS | 2025-12-11 | −12.04% | Invesco Short Term Treasury ETF |
GIGBETF | Purchase$1,001 - $15,000 | 2025-12-08FILED +17 DAYS | 2025-11-21 | −19.85% | Goldman Sachs Access Investment Grade Corporate Bond ETF |
PYPLStock | Purchase$1,001 - $15,000 | 2025-12-08FILED +17 DAYS | 2025-11-21 | −15.52% | PayPal Holdings Inc |
MDYETF | Purchase$1,001 - $15,000 | 2025-12-08FILED +17 DAYS | 2025-11-21 | +2.96% | SPDR MidCap 400 ETF Trust |
CMBSETF | Purchase$1,001 - $15,000 | 2025-12-08FILED +17 DAYS | 2025-11-21 | −18.33% | iShares CMBS ETF |
MBBETF | Purchase$1,001 - $15,000 | 2025-12-08FILED +17 DAYS | 2025-11-21 | −19.07% | iShares MBS ETF |
LLYStock | Sale$1,001 - $15,000 | 2025-12-08FILED +17 DAYS | 2025-11-21 | −6.02% | Eli Lilly and Co |
EIPIETF | Sale$1,001 - $15,000 | 2025-12-08FILED +17 DAYS | 2025-11-21 | −3.66% | FT EGY PARTNER ENHANCED ETF |
TPYPETF | Sale$1,001 - $15,000 | 2025-12-08FILED +17 DAYS | 2025-11-21 | +4.87% | Managed Portfolio Series Tortoise North American Pipeline Fund |
VEAETF | Sale$1,001 - $15,000 | 2025-12-08FILED +17 DAYS | 2025-11-21 | +5.83% | Vanguard FTSE Developed Markets ETF |
VNQIETF | Sale$1,001 - $15,000 | 2025-12-08FILED +17 DAYS | 2025-11-21 | −19.93% | Vanguard Global ex-U.S. Real Estate ETF |
IVVETF | Sale$1,001 - $15,000 | 2025-12-08FILED +17 DAYS | 2025-11-21 | −0.02% | iShares Core S&P 500 ETF |
IWMETF | Sale$1,001 - $15,000 | 2025-12-08FILED +17 DAYS | 2025-11-21 | +10.25% | iShares Trust - iShares Russell 2000 ETF |
| NEWFXETF | Sale$1,001 - $15,000 | 2025-12-08FILED +18 DAYS | 2025-11-20 | −2.38% | AMERICAN FUNDS NEW WORLD FUND |
GEMETF | Sale$1,001 - $15,000 | 2025-12-08FILED +18 DAYS | 2025-11-20 | +8.35% | Goldman Sachs ActiveBeta Emerging Markets Equity ETF |
EFAETF | Sale$1,001 - $15,000 | 2025-12-08FILED +18 DAYS | 2025-11-20 | +0.22% | iShares MSCI EAFE ETF |
ANETStock | Purchase$1,001 - $15,000 | 2025-12-08FILED +25 DAYS | 2025-11-13 | +39.59% | Arista Networks Inc |
METAStock | Purchase$1,001 - $15,000 | 2025-12-08FILED +25 DAYS | 2025-11-13 | −21.10% | Meta Platforms Inc |
CRMStock | Sale$1,001 - $15,000 | 2025-12-08FILED +25 DAYS | 2025-11-13 | −9.91% | salesforce.com Inc |
VEAETF | Purchase$1,001 - $15,000 | 2025-12-08FILED +32 DAYS | 2025-11-06 | +6.48% | Vanguard FTSE Developed Markets ETF |
| VWOETF | Purchase$1,001 - $15,000 | 2025-12-08FILED +32 DAYS | 2025-11-06 | −3.28% | Vanguard FTSE Emerging Markets ETF |
| AAXJETF | Sale$1,001 - $15,000 | 2025-12-08FILED +32 DAYS | 2025-11-06 | +10.30% | iShares MSCI All Country Asia ex Japan ETF |
GIGBStock | Purchase$1,001 - $15,000 | 2025-12-07FILED +16 DAYS | 2025-11-21 | −19.85% | Goldman Sachs Access Investment Grade Corporate Bo |
JMBSStock | Purchase$1,001 - $15,000 | 2025-12-07FILED +16 DAYS | 2025-11-21 | −19.60% | Janus Henderson Mortgage-Backed Securities ETF |
PYPLStock | Purchase$1,001 - $15,000 | 2025-12-07FILED +16 DAYS | 2025-11-21 | −15.52% | Paypal Holdings |
MDYStock | Purchase$1,001 - $15,000 | 2025-12-07FILED +16 DAYS | 2025-11-21 | +2.96% | S&P Midcap 400 SPDR |
CMBSStock | Purchase$1,001 - $15,000 | 2025-12-07FILED +16 DAYS | 2025-11-21 | −18.33% | iShares CMBS Bond ETF |
MBBStock | Purchase$1,001 - $15,000 | 2025-12-07FILED +16 DAYS | 2025-11-21 | −19.07% | iShares MBS ETF |
LLYStock | Sale (Partial)$1,001 - $15,000 | 2025-12-07FILED +16 DAYS | 2025-11-21 | −6.02% | Eli Lilly and Company |
EIPIStock | Sale (Partial)$1,001 - $15,000 | 2025-12-07FILED +16 DAYS | 2025-11-21 | −3.66% | First Trust Exchange-Traded Fund VIII FT Energy In |
FTGCStock | Sale (Partial)$1,001 - $15,000 | 2025-12-07FILED +16 DAYS | 2025-11-21 | −1.50% | First Trust Global Tactical Commodity Strategy Fun |
FISVStock | Sale (Partial)$1,001 - $15,000 | 2025-12-07FILED +16 DAYS | 2025-11-21 | −30.58% | Fiserv Inc |
TPYPStock | Sale (Partial)$1,001 - $15,000 | 2025-12-07FILED +16 DAYS | 2025-11-21 | +4.87% | Tortoise North Amer Pipeline Fund |
VEAStock | Sale (Partial)$1,001 - $15,000 | 2025-12-07FILED +16 DAYS | 2025-11-21 | +5.83% | Vanguard FTSE Developed Markets ETF |
VNQIStock | Sale (Partial)$1,001 - $15,000 | 2025-12-07FILED +16 DAYS | 2025-11-21 | −19.93% | Vanguard Global ex-U.S. Real Estate ETF |
IVVStock | Sale (Partial)$1,001 - $15,000 | 2025-12-07FILED +16 DAYS | 2025-11-21 | −0.02% | iShares Core S&P 500 ETF |
IWMStock | Sale (Partial)$1,001 - $15,000 | 2025-12-07FILED +16 DAYS | 2025-11-21 | +10.25% | iShares Russell 2000 ETF |
| WWSYXStock | Purchase$1,001 - $15,000 | 2025-12-07FILED +17 DAYS | 2025-11-20 | —no price data — the price source has no history for this symbol. | Westwood Smallcap Fund Class Y |
| RNWAXStock | Sale (Partial)$1,001 - $15,000 | 2025-12-07FILED +17 DAYS | 2025-11-20 | —no price data — the price source has no history for this symbol. | American Funds - New World Fund Inc Class R-1 Sh |
GEMStock | Sale (Partial)$1,001 - $15,000 | 2025-12-07FILED +17 DAYS | 2025-11-20 | +8.35% | Goldman Sachs ActiveBeta Emerging Markets Equity E |
EFAStock | Sale (Partial)$1,001 - $15,000 | 2025-12-07FILED +17 DAYS | 2025-11-20 | +0.22% | iShares MSCI EAFE ETF |
AMZNStock | Purchase$1,001 - $15,000 | 2025-12-07FILED +24 DAYS | 2025-11-13 | −6.88% | Amazon.com Inc |
ANETStock | Purchase$1,001 - $15,000 | 2025-12-07FILED +24 DAYS | 2025-11-13 | +39.59% | Arista Networks Inc |
CRMStock | Sale (Full)$1,001 - $15,000 | 2025-12-07FILED +24 DAYS | 2025-11-13 | −9.91% | Salesforce Inc |
VEAStock | Purchase$1,001 - $15,000 | 2025-12-07FILED +31 DAYS | 2025-11-06 | +6.48% | Vanguard FTSE Developed Markets ETF |
| VWOStock | Purchase$1,001 - $15,000 | 2025-12-07FILED +31 DAYS | 2025-11-06 | −3.28% | Vanguard FTSE Emerging Markets ETF |
| AAXJStock | Sale (Full)$1,001 - $15,000 | 2025-12-07FILED +31 DAYS | 2025-11-06 | +10.30% | iShares MSCI All Country Asia ex Japan ETF |
TPYPETF | Sale$1,001 - $15,000 | 2025-11-15FILED +12 DAYS | 2025-11-03 | +12.69% | Managed Portfolio Series Tortoise North American Pipeline Fund |
OMCStock | Sale$1,001 - $15,000 | 2025-11-15FILED +15 DAYS | 2025-10-31 | +4.10% | Omnicom Group Inc |
METAStock | Purchase$1,001 - $15,000 | 2025-11-15FILED +15 DAYS | 2025-10-31 | −24.97% | Meta Platforms Inc |
CLStock | Sale$1,001 - $15,000 | 2025-11-15FILED +37 DAYS | 2025-10-09 | +2.01% | Colgate-Palmolive Co |
COSTStock | Purchase$1,001 - $15,000 | 2025-11-15FILED +37 DAYS | 2025-10-09 | −15.76% | Costco Wholesale Corp |
| EMLPETF | Sale$15,001 - $50,000 | 2025-11-15FILED +43 DAYS | 2025-10-03 | +0.24% | First Trust North American Energy Infrastructure Fund |
| URNMETF | Sale$1,001 - $15,000 | 2025-11-15FILED +43 DAYS | 2025-10-03 | −12.96% | SPROTT URANIUM MINERS ETF |
SLVETF | Sale$1,001 - $15,000 | 2025-11-15FILED +43 DAYS | 2025-10-03 | +29.01% | iShares Silver Trust |
FTGCETF | Purchase$1,001 - $15,000 | 2025-11-15FILED +43 DAYS | 2025-10-03 | +2.95% | FIRST TR GLOBAL TACTICAL CMD |
EIPIETF | Purchase$15,001 - $50,000 | 2025-11-15FILED +43 DAYS | 2025-10-03 | −0.85% | FT EGY PARTNER ENHANCED ETF |
TPYPStock | Sale (Partial)$1,001 - $15,000 | 2025-11-14FILED +11 DAYS | 2025-11-03 | +12.69% | Tortoise North American Pipeline ETF |
OMCStock | Sale (Partial)$1,001 - $15,000 | 2025-11-14FILED +14 DAYS | 2025-10-31 | +4.10% | Omnicom Group Inc |
METAStock | Purchase$1,001 - $15,000 | 2025-11-14FILED +14 DAYS | 2025-10-31 | −24.97% | Meta Platforms Inc |
| COLPALStock | Sale (Full)$1,001 - $15,000 | 2025-11-14FILED +36 DAYS | 2025-10-09 | —no price data — the price source has no history for this symbol. | COLGATE PALMOLIVE LTD. |
COSTStock | Purchase$1,001 - $15,000 | 2025-11-14FILED +36 DAYS | 2025-10-09 | −15.76% | Costco Wholesale |
| EMLPStock | Sale (Full)$15,001 - $50,000 | 2025-11-14FILED +42 DAYS | 2025-10-03 | +0.24% | First Trust North American Energy Infrastructure F |
LITPStock | Sale (Partial)$1,001 - $15,000 | 2025-11-14FILED +42 DAYS | 2025-10-03 | +5.16% | Sprott Lithium Miners ETF |
| URNMStock | Sale (Full)$1,001 - $15,000 | 2025-11-14FILED +42 DAYS | 2025-10-03 | −12.96% | Sprott Uranium Miners ETF |
SLVStock | Sale (Partial)$1,001 - $15,000 | 2025-11-14FILED +42 DAYS | 2025-10-03 | +29.01% | iShares Silver Trust |
EIPIStock | Purchase$15,001 - $50,000 | 2025-11-14FILED +42 DAYS | 2025-10-03 | −0.85% | First Trust Exchange-Traded Fund VIII FT Energy In |
FTGCStock | Purchase$1,001 - $15,000 | 2025-11-14FILED +42 DAYS | 2025-10-03 | +2.95% | First Trust Global Tactical Commodity Strategy Fun |
| IQVStock | Sale (Partial)$1,001 - $15,000 | 2025-11-14FILED +43 DAYS | 2025-10-02 | +13.18% | Iqvia Holdings Inc |
MUStock | Sale$1,001 - $15,000 | 2025-10-10FILED +23 DAYS | 2025-09-17 | +467.68% | Micron Technology Inc |
GOOGLStock | Purchase$15,001 - $50,000 | 2025-10-10FILED +23 DAYS | 2025-09-17 | +19.54% | Alphabet Inc |
GIGBETF | Sale$1,001 - $15,000 | 2025-10-10FILED +24 DAYS | 2025-09-16 | −20.63% | Goldman Sachs Access Investment Grade Corporate Bond ETF |
GBILETF | Sale$1,001 - $15,000 | 2025-10-10FILED +24 DAYS | 2025-09-16 | −16.78% | Goldman Sachs AccessTreasury 0-1 Year ETF |
JMBSETF | Sale$1,001 - $15,000 | 2025-10-10FILED +24 DAYS | 2025-09-16 | −19.66% | Janus Henderson Mortgage-Backed Securities ETF |
AGZETF | Sale$1,001 - $15,000 | 2025-10-10FILED +24 DAYS | 2025-09-16 | −18.36% | iShares Agency Bond ETF |
CMBSETF | Sale$1,001 - $15,000 | 2025-10-10FILED +24 DAYS | 2025-09-16 | −18.36% | iShares CMBS ETF |
MBBETF | Sale$1,001 - $15,000 | 2025-10-10FILED +24 DAYS | 2025-09-16 | −19.10% | iShares MBS ETF |
| TLTETF | Sale$15,001 - $50,000 | 2025-10-10FILED +24 DAYS | 2025-09-16 | −24.82% | iShares Trust iShares 20 Year Treasury Bond ETF |
SCHPETF | Purchase$1,001 - $15,000 | 2025-10-10FILED +24 DAYS | 2025-09-16 | −20.74% | Schwab US TIPS ETF |
SHYETF | Purchase$1,001 - $15,000 | 2025-10-10FILED +24 DAYS | 2025-09-16 | −17.99% | iShares 1-3 Year Treasury Bond ETF |
IEIETF | Purchase$15,001 - $50,000 | 2025-10-10FILED +24 DAYS | 2025-09-16 | −19.72% | iShares 3-7 Year Treasury Bond ETF |
IEFETF | Purchase$15,001 - $50,000 | 2025-10-10FILED +24 DAYS | 2025-09-16 | −20.92% | iShares 7-10 Year Treasury Bond ETF |
ORCLStock | Sale$1,001 - $15,000 | 2025-10-10FILED +28 DAYS | 2025-09-12 | −65.29% | Oracle Corp |
ETNStock | Purchase$1,001 - $15,000 | 2025-10-10FILED +28 DAYS | 2025-09-12 | −3.59% | Eaton Corp PLC |
ADBEStock | Purchase$1,001 - $15,000 | 2025-10-10FILED +36 DAYS | 2025-09-04 | −34.81% | Adobe Inc |
GOOGLStock | Purchase$15,001 - $50,000 | 2025-10-09FILED +22 DAYS | 2025-09-17 | +19.54% | Alphabet Cl A |
MUStock | Sale (Partial)$1,001 - $15,000 | 2025-10-09FILED +22 DAYS | 2025-09-17 | +467.68% | Micron Technology |
SCHPStock | Purchase$1,001 - $15,000 | 2025-10-09FILED +23 DAYS | 2025-09-16 | −20.74% | Schwab U.S. TIPS ETF |
SHYStock | Purchase$1,001 - $15,000 | 2025-10-09FILED +23 DAYS | 2025-09-16 | −17.99% | iShares 1-3 Year Treasury Bond ETF |
IEIStock | Purchase$15,001 - $50,000 | 2025-10-09FILED +23 DAYS | 2025-09-16 | −19.72% | iShares 3-7 Year Treasury Bond ETF |
IEFStock | Purchase$15,001 - $50,000 | 2025-10-09FILED +23 DAYS | 2025-09-16 | −20.92% | iShares 7-10 Year Treasury Bond ETF |
GIGBStock | Sale (Partial)$1,001 - $15,000 | 2025-10-09FILED +23 DAYS | 2025-09-16 | −20.63% | Goldman Sachs Access Investment Grade Corporate Bo |
GBILStock | Sale (Partial)$1,001 - $15,000 | 2025-10-09FILED +23 DAYS | 2025-09-16 | −16.78% | Goldman Sachs Access Treasury 0-1 Year ETF |
JMBSStock | Sale (Partial)$1,001 - $15,000 | 2025-10-09FILED +23 DAYS | 2025-09-16 | −19.66% | Janus Henderson Mortgage-Backed Securities ETF |
| TLTStock | Sale (Partial)$15,001 - $50,000 | 2025-10-09FILED +23 DAYS | 2025-09-16 | −24.82% | iShares 20+ Year Treasury Bond ETF |
AGZStock | Sale (Partial)$1,001 - $15,000 | 2025-10-09FILED +23 DAYS | 2025-09-16 | −18.36% | iShares Agency Bond ETF |
CMBSStock | Sale (Partial)$1,001 - $15,000 | 2025-10-09FILED +23 DAYS | 2025-09-16 | −18.36% | iShares CMBS Bond ETF |
MBBStock | Sale (Partial)$1,001 - $15,000 | 2025-10-09FILED +23 DAYS | 2025-09-16 | −19.10% | iShares MBS ETF |
ETNStock | Purchase$1,001 - $15,000 | 2025-10-09FILED +27 DAYS | 2025-09-12 | −3.59% | Eaton Corp |
ORCLStock | Sale (Partial)$1,001 - $15,000 | 2025-10-09FILED +27 DAYS | 2025-09-12 | −65.29% | Oracle Corp |
ADBEStock | Purchase$1,001 - $15,000 | 2025-10-09FILED +35 DAYS | 2025-09-04 | −34.81% | Adobe Systems Inc |
| ABBVStock | Sale$1,001 - $15,000 | 2025-09-12FILED +21 DAYS | 2025-08-22 | +3.02% | AbbVie Inc |
MUStock | Sale$1,001 - $15,000 | 2025-09-12FILED +21 DAYS | 2025-08-22 | +675.37% | Micron Technology Inc |
LLYStock | Purchase$1,001 - $15,000 | 2025-09-12FILED +21 DAYS | 2025-08-22 | +45.76% | Eli Lilly and Co |
NVDAStock | Purchase$1,001 - $15,000 | 2025-09-12FILED +21 DAYS | 2025-08-22 | +8.59% | NVIDIA Corporation |
| EMRIXETF | Sale$15,001 - $50,000 | 2025-09-12FILED +29 DAYS | 2025-08-14 | —no price data — the price source has no history for this symbol. | VANECK EMERGING MARKETS FUND |
RNWGXETF | Purchase$15,001 - $50,000 | 2025-09-12FILED +29 DAYS | 2025-08-14 | +0.31% | NEW WORLD FUND INC |
| ABBVStock | Sale$1,001 - $15,000 | 2025-09-12FILED +32 DAYS | 2025-08-11 | +8.60% | AbbVie Inc |
LLYStock | Purchase$1,001 - $15,000 | 2025-09-12FILED +32 DAYS | 2025-08-11 | +63.89% | Eli Lilly and Co |
| EMRIXETF | Sale$15,001 - $50,000 | 2025-09-12FILED +36 DAYS | 2025-08-07 | —no price data — the price source has no history for this symbol. | VANECK EMERGING MARKETS FUND |
AMDStock | Purchase$1,001 - $15,000 | 2025-09-12FILED +36 DAYS | 2025-08-07 | +154.53% | Advanced Micro Devices Inc |
RNWGXETF | Purchase$15,001 - $50,000 | 2025-09-12FILED +36 DAYS | 2025-08-07 | −0.67% | NEW WORLD FUND INC |
PALLETF | Sale$1,001 - $15,000 | 2025-09-12FILED +42 DAYS | 2025-08-01 | −12.40% | ABRDN PHYSICAL PALLAD SH ETF (1) |
PALLETF | Sale$1,001 - $15,000 | 2025-09-12FILED +42 DAYS | 2025-08-01 | −12.40% | ABRDN PHYSICAL PALLAD SH ETF (2) |
| EMLPETF | Sale$1,001 - $15,000 | 2025-09-12FILED +42 DAYS | 2025-08-01 | −7.86% | First Trust North American Energy Infrastructure Fund |
GIGBETF | Sale$1,001 - $15,000 | 2025-09-12FILED +42 DAYS | 2025-08-01 | −25.94% | Goldman Sachs Access Investment Grade Corporate Bond ETF |
GEMETF | Sale$1,001 - $15,000 | 2025-09-12FILED +42 DAYS | 2025-08-01 | +14.79% | Goldman Sachs ActiveBeta Emerging Markets Equity ETF |
TBLLETF | Sale$15,001 - $50,000 | 2025-09-12FILED +42 DAYS | 2025-08-01 | −24.01% | INVESCO SHORT TERM TREAS ETF |
| EMRIXETF | Sale$1,001 - $15,000 | 2025-09-12FILED +42 DAYS | 2025-08-01 | —no price data — the price source has no history for this symbol. | VANECK EMERGING MARKETS FUND |
VEAETF | Sale$1,001 - $15,000 | 2025-09-12FILED +42 DAYS | 2025-08-01 | +7.03% | Vanguard FTSE Developed Markets ETF |
IVVETF | Sale$1,001 - $15,000 | 2025-09-12FILED +42 DAYS | 2025-08-01 | +0.00% | iShares Core S&P 500 ETF |
EFAETF | Sale$1,001 - $15,000 | 2025-09-12FILED +42 DAYS | 2025-08-01 | −0.28% | iShares MSCI EAFE ETF |
SLVETF | Sale$1,001 - $15,000 | 2025-09-12FILED +42 DAYS | 2025-08-01 | +62.84% | iShares Silver Trust |
GEMETF | Purchase$1,001 - $15,000 | 2025-09-12FILED +42 DAYS | 2025-08-01 | +14.79% | Goldman Sachs ActiveBeta Emerging Markets Equity ETF |
JMBSETF | Purchase$1,001 - $15,000 | 2025-09-12FILED +42 DAYS | 2025-08-01 | −24.67% | Janus Henderson Mortgage-Backed Securities ETF |
RNWGXETF | Purchase$1,001 - $15,000 | 2025-09-12FILED +42 DAYS | 2025-08-01 | +0.82% | NEW WORLD FUND INC |
SCHPETF | Purchase$1,001 - $15,000 | 2025-09-12FILED +42 DAYS | 2025-08-01 | −26.39% | Schwab US TIPS ETF |
VNQIETF | Purchase$1,001 - $15,000 | 2025-09-12FILED +42 DAYS | 2025-08-01 | −23.96% | Vanguard Global ex-U.S. Real Estate ETF |
| WWSYXETF | Purchase$1,001 - $15,000 | 2025-09-12FILED +42 DAYS | 2025-08-01 | —no price data — the price source has no history for this symbol. | WESTWOOD QUALITY SMALLCAP FUND |
SHYETF | Purchase$1,001 - $15,000 | 2025-09-12FILED +42 DAYS | 2025-08-01 | −24.78% | iShares 1-3 Year Treasury Bond ETF |
TLHETF | Purchase$1,001 - $15,000 | 2025-09-12FILED +42 DAYS | 2025-08-01 | −27.88% | iShares 10-20 Year Treasury Bond ETF |
IEIETF | Purchase$1,001 - $15,000 | 2025-09-12FILED +42 DAYS | 2025-08-01 | −26.05% | iShares 3-7 Year Treasury Bond ETF |
IEFETF | Purchase$1,001 - $15,000 | 2025-09-12FILED +42 DAYS | 2025-08-01 | −26.59% | iShares 7-10 Year Treasury Bond ETF |
AGZETF | Purchase$1,001 - $15,000 | 2025-09-12FILED +42 DAYS | 2025-08-01 | −24.82% | iShares Agency Bond ETF |
CMBSETF | Purchase$1,001 - $15,000 | 2025-09-12FILED +42 DAYS | 2025-08-01 | −24.21% | iShares CMBS ETF |
MBBETF | Purchase$1,001 - $15,000 | 2025-09-12FILED +42 DAYS | 2025-08-01 | −24.24% | iShares MBS ETF |
IWMETF | Purchase$1,001 - $15,000 | 2025-09-12FILED +42 DAYS | 2025-08-01 | +15.47% | iShares Trust - iShares Russell 2000 ETF |
| TLTETF | Purchase$1,001 - $15,000 | 2025-09-12FILED +42 DAYS | 2025-08-01 | −29.37% | iShares Trust iShares 20 Year Treasury Bond ETF |
NVDAStock | Purchase$1,001 - $15,000 | 2025-09-11FILED +20 DAYS | 2025-08-22 | +8.59% | Nvidia Corp |
| ABBVStock | Sale (Partial)$1,001 - $15,000 | 2025-09-11FILED +20 DAYS | 2025-08-22 | +3.02% | Abbvie Inc |
| EMRZXStock | Sale (Full)$15,001 - $50,000 | 2025-09-11FILED +28 DAYS | 2025-08-14 | —no price data — the price source has no history for this symbol. | Emerging Markets Fund Class Z |
LLYStock | Purchase$1,001 - $15,000 | 2025-09-11FILED +31 DAYS | 2025-08-11 | +63.89% | Eli Lilly and Company |
| ABBVStock | Sale (Partial)$1,001 - $15,000 | 2025-09-11FILED +31 DAYS | 2025-08-11 | +8.60% | Abbvie Inc |
AMDStock | Purchase$1,001 - $15,000 | 2025-09-11FILED +35 DAYS | 2025-08-07 | +154.53% | Advanced Micro Devices, Inc. - Common Stock |
RNWGXStock | Purchase$15,001 - $50,000 | 2025-09-11FILED +35 DAYS | 2025-08-07 | −0.67% | New World Fund Inc. Cl R-6 |
GEMStock | Purchase$1,001 - $15,000 | 2025-09-11FILED +41 DAYS | 2025-08-01 | +14.79% | Goldman Sachs ActiveBeta Emerging Markets Equity E |
JMBSStock | Purchase$1,001 - $15,000 | 2025-09-11FILED +41 DAYS | 2025-08-01 | −24.67% | Janus Henderson Mortgage-Backed Securities ETF |
RNWGXStock | Purchase$1,001 - $15,000 | 2025-09-11FILED +41 DAYS | 2025-08-01 | +0.82% | New World Fund Inc. Cl R-6 |
VNQIStock | Purchase$1,001 - $15,000 | 2025-09-11FILED +41 DAYS | 2025-08-01 | −23.96% | Vanguard Global ex-U.S. Real Estate ETF |
| WWSYXStock | Purchase$1,001 - $15,000 | 2025-09-11FILED +41 DAYS | 2025-08-01 | —no price data — the price source has no history for this symbol. | Westwood Smallcap Fund Class Y |
SHYStock | Purchase$1,001 - $15,000 | 2025-09-11FILED +41 DAYS | 2025-08-01 | −24.78% | iShares 1-3 Year Treasury Bond ETF |
TLHStock | Purchase$1,001 - $15,000 | 2025-09-11FILED +41 DAYS | 2025-08-01 | −27.88% | iShares 10-20 Year Treasury Bond ETF |
IEIStock | Purchase$1,001 - $15,000 | 2025-09-11FILED +41 DAYS | 2025-08-01 | −26.05% | iShares 3-7 Year Treasury Bond ETF |
IEFStock | Purchase$1,001 - $15,000 | 2025-09-11FILED +41 DAYS | 2025-08-01 | −26.59% | iShares 7-10 Year Treasury Bond ETF |
CMBSStock | Purchase$1,001 - $15,000 | 2025-09-11FILED +41 DAYS | 2025-08-01 | −24.21% | iShares CMBS Bond ETF |
MBBStock | Purchase$1,001 - $15,000 | 2025-09-11FILED +41 DAYS | 2025-08-01 | −24.24% | iShares MBS ETF |
IWMStock | Purchase$1,001 - $15,000 | 2025-09-11FILED +41 DAYS | 2025-08-01 | +15.47% | iShares Russell 2000 ETF |
| EMRZXStock | Sale (Partial)$1,001 - $15,000 | 2025-09-11FILED +41 DAYS | 2025-08-01 | —no price data — the price source has no history for this symbol. | Emerging Markets Fund Class Z |
| EMLPStock | Sale (Partial)$1,001 - $15,000 | 2025-09-11FILED +41 DAYS | 2025-08-01 | −7.86% | First Trust North American Energy Infrastructure F |
GEMStock | Sale (Partial)$1,001 - $15,000 | 2025-09-11FILED +41 DAYS | 2025-08-01 | +14.79% | Goldman Sachs ActiveBeta Emerging Markets Equity E |
TBLLStock | Sale (Partial)$15,001 - $50,000 | 2025-09-11FILED +41 DAYS | 2025-08-01 | −24.01% | Invesco Short Term Treasury ETF |
PALLStock | Sale (Partial)$1,001 - $15,000 | 2025-09-11FILED +41 DAYS | 2025-08-01 | −12.40% | abrdn Physical Palladium Shares ETF |
PPLTStock | Sale (Partial)$1,001 - $15,000 | 2025-09-11FILED +41 DAYS | 2025-08-01 | +15.52% | abrdn Physical Platinum Shares ETF |
IVVStock | Sale (Partial)$1,001 - $15,000 | 2025-09-11FILED +41 DAYS | 2025-08-01 | +0.00% | iShares Core S&P 500 ETF |
EFAStock | Sale (Partial)$1,001 - $15,000 | 2025-09-11FILED +41 DAYS | 2025-08-01 | −0.28% | iShares MSCI EAFE ETF |
| GDStock | Sale$1,001 - $15,000 | 2025-08-06FILED +6 DAYS | 2025-07-31 | −0.03% | General Dynamics Corp |
MDLZStock | Sale$1,001 - $15,000 | 2025-08-06FILED +6 DAYS | 2025-07-31 | −25.49% | Mondelez International Inc |
GEStock | Purchase$1,001 - $15,000 | 2025-08-06FILED +6 DAYS | 2025-07-31 | +4.44% | General Electric Co |
WMTStock | Purchase$1,001 - $15,000 | 2025-08-06FILED +6 DAYS | 2025-07-31 | −17.25% | Walmart Inc |
JPMStock | Sale$1,001 - $15,000 | 2025-08-06FILED +13 DAYS | 2025-07-24 | −2.10% | JPMorgan Chase & Co |
BRK/BStock | Purchase$1,001 - $15,000 | 2025-08-06FILED +13 DAYS | 2025-07-24 | −16.74% | Berkshire Hathaway Inc |
| HYGETF | Sale$1,001 - $15,000 | 2025-08-06FILED +29 DAYS | 2025-07-08 | −24.45% | iShares iBoxx High Yield Corporate Bond ETF |
MUStock | Sale$1,001 - $15,000 | 2025-08-06FILED +36 DAYS | 2025-07-01 | +648.91% | Micron Technology Inc |
| GDStock | Sale (Partial)$1,001 - $15,000 | 2025-08-05FILED +5 DAYS | 2025-07-31 | −0.03% | General Dynamics Corp |
MDLZStock | Sale (Partial)$1,001 - $15,000 | 2025-08-05FILED +5 DAYS | 2025-07-31 | −25.49% | Mondelez Intl Inc |
GEStock | Purchase$1,001 - $15,000 | 2025-08-05FILED +5 DAYS | 2025-07-31 | +4.44% | General Electric Company |
WMTStock | Purchase$1,001 - $15,000 | 2025-08-05FILED +5 DAYS | 2025-07-31 | −17.25% | Walmart Inc |
JPMStock | Sale (Partial)$1,001 - $15,000 | 2025-08-05FILED +12 DAYS | 2025-07-24 | −2.10% | JP Morgan Chase & Company |
| HYGStock | Sale (Full)$1,001 - $15,000 | 2025-08-05FILED +28 DAYS | 2025-07-08 | −24.45% | iShares iBoxx $ High Yield Corporate Bond ETF |
GIGBStock | Purchase$1,001 - $15,000 | 2025-08-05FILED +28 DAYS | 2025-07-08 | −25.01% | Goldman Sachs Access Investment Grade Corporate Bo |
MUStock | Sale (Partial)$1,001 - $15,000 | 2025-08-05FILED +35 DAYS | 2025-07-01 | +648.91% | Micron Technology |
MUStock | Sale$1,001 - $15,000 | 2025-07-09FILED +28 DAYS | 2025-06-11 | +677.94% | Micron Technology Inc |
UNHStock | Sale$1,001 - $15,000 | 2025-07-09FILED +28 DAYS | 2025-06-11 | −1.02% | Unitedhealth Group Inc |
AVGOStock | Purchase$1,001 - $15,000 | 2025-07-09FILED +28 DAYS | 2025-06-11 | +18.68% | Broadcom Inc |
TBLLETF | Purchase$1,001 - $15,000 | 2025-07-09FILED +28 DAYS | 2025-06-11 | −28.29% | INVESCO SHORT TERM TREAS ETF |
METAStock | Purchase$1,001 - $15,000 | 2025-07-09FILED +40 DAYS | 2025-05-30 | −42.63% | Meta Platforms Inc |
RTXStock | Purchase$1,001 - $15,000 | 2025-07-09FILED +40 DAYS | 2025-05-30 | +24.56% | RTX Corp |
GOOGLStock | Purchase$1,001 - $15,000 | 2025-07-09FILED +50 DAYS | 2025-05-20 | +77.67% | Alphabet Inc |
ATOStock | Purchase$1,001 - $15,000 | 2025-07-09FILED +50 DAYS | 2025-05-20 | −24.96% | Atmos Energy Corp |
HDStock | Purchase$1,001 - $15,000 | 2025-07-09FILED +50 DAYS | 2025-05-20 | −42.91% | The Home Depot Inc |
AMZNStock | Purchase$1,001 - $15,000 | 2025-07-09FILED +54 DAYS | 2025-05-16 | −5.12% | Amazon.com Inc |
METAStock | Purchase$1,001 - $15,000 | 2025-07-09FILED +54 DAYS | 2025-05-16 | −40.58% | Meta Platforms Inc |
HDStock | Purchase$1,001 - $15,000 | 2025-07-09FILED +54 DAYS | 2025-05-16 | −43.47% | The Home Depot Inc |
AVGOStock | Purchase$1,001 - $15,000 | 2025-07-09FILED +57 DAYS | 2025-05-13 | +28.46% | Broadcom Inc |
NVDAStock | Purchase$1,001 - $15,000 | 2025-07-09FILED +57 DAYS | 2025-05-13 | +44.07% | NVIDIA Corporation |
MUStock | Sale (Partial)$1,001 - $15,000 | 2025-07-08FILED +27 DAYS | 2025-06-11 | +677.94% | Micron Technology |
UNHStock | Sale (Full)$1,001 - $15,000 | 2025-07-08FILED +27 DAYS | 2025-06-11 | −1.02% | Unitedhealth Group Inc |
AVGOStock | Purchase$1,001 - $15,000 | 2025-07-08FILED +27 DAYS | 2025-06-11 | +18.68% | Broadcom Inc. - Common Stock |
TBLLStock | Purchase$1,001 - $15,000 | 2025-07-08FILED +27 DAYS | 2025-06-11 | −28.29% | Invesco Short Term Treasury ETF |
METAStock | Purchase$1,001 - $15,000 | 2025-07-08FILED +39 DAYS | 2025-05-30 | −42.63% | Meta Platforms Inc |
RTXStock | Purchase$1,001 - $15,000 | 2025-07-08FILED +39 DAYS | 2025-05-30 | +24.56% | Raytheon Technologies Corp |
GOOGLStock | Purchase$1,001 - $15,000 | 2025-07-08FILED +49 DAYS | 2025-05-20 | +77.67% | Alphabet Cl A |
ATOStock | Purchase$1,001 - $15,000 | 2025-07-08FILED +49 DAYS | 2025-05-20 | −24.96% | Atmos Energy Corp |
HDStock | Purchase$1,001 - $15,000 | 2025-07-08FILED +49 DAYS | 2025-05-20 | −42.91% | Home Depot |
AMZNStock | Purchase$1,001 - $15,000 | 2025-07-08FILED +53 DAYS | 2025-05-16 | −5.12% | Amazon.com Inc |
HDStock | Purchase$1,001 - $15,000 | 2025-07-08FILED +53 DAYS | 2025-05-16 | −43.47% | Home Depot |
METAStock | Purchase$1,001 - $15,000 | 2025-07-08FILED +53 DAYS | 2025-05-16 | −40.58% | Meta Platforms Inc |
AVGOStock | Purchase$1,001 - $15,000 | 2025-07-08FILED +56 DAYS | 2025-05-13 | +28.46% | Broadcom Inc. - Common Stock |
NVDAStock | Purchase$1,001 - $15,000 | 2025-07-08FILED +56 DAYS | 2025-05-13 | +44.07% | Nvidia Corp |
FBINStock | Sale$1,001 - $15,000 | 2025-06-14FILED +15 DAYS | 2025-05-30 | −40.93% | Fortune Brands Innovations Inc |
METAStock | Purchase$1,001 - $15,000 | 2025-06-14FILED +15 DAYS | 2025-05-30 | −42.63% | Meta Platforms Inc |
RTXStock | Purchase$1,001 - $15,000 | 2025-06-14FILED +15 DAYS | 2025-05-30 | +24.56% | RTX Corp |
DTEStock | Sale$1,001 - $15,000 | 2025-06-14FILED +25 DAYS | 2025-05-20 | −31.62% | DTE Energy Co |
| GDStock | Sale$1,001 - $15,000 | 2025-06-14FILED +25 DAYS | 2025-05-20 | +4.91% | General Dynamics Corp |
LOWStock | Sale$1,001 - $15,000 | 2025-06-14FILED +25 DAYS | 2025-05-20 | −40.67% | Lowe's Cos Inc |
| NRGStock | Sale$1,001 - $15,000 | 2025-06-14FILED +25 DAYS | 2025-05-20 | −58.42% | NRG Energy Inc |
GOOGLStock | Purchase$1,001 - $15,000 | 2025-06-14FILED +25 DAYS | 2025-05-20 | +77.67% | Alphabet Inc |
ATOStock | Purchase$1,001 - $15,000 | 2025-06-14FILED +25 DAYS | 2025-05-20 | −24.96% | Atmos Energy Corp |
HDStock | Purchase$1,001 - $15,000 | 2025-06-14FILED +25 DAYS | 2025-05-20 | −42.91% | The Home Depot Inc |
TBLLETF | Sale$1,001 - $15,000 | 2025-06-14FILED +29 DAYS | 2025-05-16 | −29.87% | INVESCO SHORT TERM TREAS ETF |
AMZNStock | Purchase$1,001 - $15,000 | 2025-06-14FILED +29 DAYS | 2025-05-16 | −5.12% | Amazon.com Inc |
METAStock | Purchase$1,001 - $15,000 | 2025-06-14FILED +29 DAYS | 2025-05-16 | −40.58% | Meta Platforms Inc |
HDStock | Purchase$1,001 - $15,000 | 2025-06-14FILED +29 DAYS | 2025-05-16 | −43.47% | The Home Depot Inc |
| VLOStock | Sale$1,001 - $15,000 | 2025-06-14FILED +32 DAYS | 2025-05-13 | +125.13% | Valero Energy Corp |
AVGOStock | Purchase$1,001 - $15,000 | 2025-06-14FILED +32 DAYS | 2025-05-13 | +28.46% | Broadcom Inc |
NVDAStock | Purchase$1,001 - $15,000 | 2025-06-14FILED +32 DAYS | 2025-05-13 | +44.07% | NVIDIA Corporation |
FBINStock | Sale (Full)$1,001 - $15,000 | 2025-06-13FILED +14 DAYS | 2025-05-30 | −40.93% | Fortune Brands Innovations Inc |
METAStock | Purchase$1,001 - $15,000 | 2025-06-13FILED +14 DAYS | 2025-05-30 | −42.63% | Meta Platforms Inc |
RTXStock | Purchase$1,001 - $15,000 | 2025-06-13FILED +14 DAYS | 2025-05-30 | +24.56% | Raytheon Technologies Corp |
DTEStock | Sale (Full)$1,001 - $15,000 | 2025-06-13FILED +24 DAYS | 2025-05-20 | −31.62% | Dte Energy Company |
| GDStock | Sale (Partial)$1,001 - $15,000 | 2025-06-13FILED +24 DAYS | 2025-05-20 | +4.91% | General Dynamics Corp |
LOWStock | Sale (Partial)$1,001 - $15,000 | 2025-06-13FILED +24 DAYS | 2025-05-20 | −40.67% | Lowe's Companies |
| NRGStock | Sale (Partial)$1,001 - $15,000 | 2025-06-13FILED +24 DAYS | 2025-05-20 | −58.42% | NRG Energy |
GOOGLStock | Purchase$1,001 - $15,000 | 2025-06-13FILED +24 DAYS | 2025-05-20 | +77.67% | Alphabet Cl A |
ATOStock | Purchase$1,001 - $15,000 | 2025-06-13FILED +24 DAYS | 2025-05-20 | −24.96% | Atmos Energy Corp |
HDStock | Purchase$1,001 - $15,000 | 2025-06-13FILED +24 DAYS | 2025-05-20 | −42.91% | Home Depot |
TBLLStock | Sale (Partial)$1,001 - $15,000 | 2025-06-13FILED +28 DAYS | 2025-05-16 | −29.87% | Invesco Short Term Treasury ETF |
AMZNStock | Purchase$1,001 - $15,000 | 2025-06-13FILED +28 DAYS | 2025-05-16 | −5.12% | Amazon.com Inc |
HDStock | Purchase$1,001 - $15,000 | 2025-06-13FILED +28 DAYS | 2025-05-16 | −43.47% | Home Depot |
METAStock | Purchase$1,001 - $15,000 | 2025-06-13FILED +28 DAYS | 2025-05-16 | −40.58% | Meta Platforms Inc |
| VLOStock | Sale (Full)$1,001 - $15,000 | 2025-06-13FILED +31 DAYS | 2025-05-13 | +125.13% | Valero Energy Corp |
NVDAStock | Purchase$1,001 - $15,000 | 2025-06-13FILED +31 DAYS | 2025-05-13 | +44.07% | Nvidia Corp |
CRMStock | Sale$1,001 - $15,000 | 2025-05-14FILED +22 DAYS | 2025-04-22 | −42.69% | salesforce.com Inc |
MSFTStock | Purchase$1,001 - $15,000 | 2025-05-14FILED +22 DAYS | 2025-04-22 | −8.56% | Microsoft Corp |
AMATStock | Sale$1,001 - $15,000 | 2025-05-14FILED +28 DAYS | 2025-04-16 | +202.36% | Applied Materials Inc |
GILDStock | Sale$1,001 - $15,000 | 2025-05-14FILED +28 DAYS | 2025-04-16 | −4.76% | Gilead Sciences Inc |
LRCXStock | Sale$1,001 - $15,000 | 2025-05-14FILED +28 DAYS | 2025-04-16 | +342.38% | Lam Research Corp |
MSFTStock | Purchase$1,001 - $15,000 | 2025-05-14FILED +28 DAYS | 2025-04-16 | −10.78% | Microsoft Corp |
ORCLStock | Purchase$1,001 - $15,000 | 2025-05-14FILED +28 DAYS | 2025-04-16 | −29.60% | Oracle Corp |
UNHStock | Purchase$1,001 - $15,000 | 2025-05-14FILED +28 DAYS | 2025-04-16 | −79.17% | Unitedhealth Group Inc |
BACStock | Sale$1,001 - $15,000 | 2025-05-14FILED +29 DAYS | 2025-04-15 | +17.58% | Bank of America Corp |
METAStock | Purchase$1,001 - $15,000 | 2025-05-14FILED +29 DAYS | 2025-04-15 | −33.92% | Meta Platforms Inc |
SHYETF | Sale$1,001 - $15,000 | 2025-05-14FILED +35 DAYS | 2025-04-09 | −41.22% | iShares 1-3 Year Treasury Bond ETF |
| HYGETF | Purchase$1,001 - $15,000 | 2025-05-14FILED +35 DAYS | 2025-04-09 | −37.87% | iShares iBoxx High Yield Corporate Bond ETF |
JPMStock | Sale$1,001 - $15,000 | 2025-05-14FILED +36 DAYS | 2025-04-08 | +8.02% | JPMorgan Chase & Co |
IVWETF | Sale$1,001 - $15,000 | 2025-05-14FILED +36 DAYS | 2025-04-08 | +14.43% | iShares S&P 500 Growth ETF |
AVGOStock | Purchase$1,001 - $15,000 | 2025-05-14FILED +36 DAYS | 2025-04-08 | +82.81% | Broadcom Inc |
CLStock | Purchase$1,001 - $15,000 | 2025-05-14FILED +36 DAYS | 2025-04-08 | −52.65% | Colgate-Palmolive Co |
FTGCETF | Purchase$1,001 - $15,000 | 2025-05-14FILED +36 DAYS | 2025-04-08 | −22.70% | FIRST TR GLOBAL TACTICAL CMD |
CRMStock | Sale (Partial)$1,001 - $15,000 | 2025-05-13FILED +21 DAYS | 2025-04-22 | −42.69% | Salesforce Inc |
MSFTStock | Purchase$1,001 - $15,000 | 2025-05-13FILED +21 DAYS | 2025-04-22 | −8.56% | Microsoft Corp |
AMATStock | Sale (Partial)$1,001 - $15,000 | 2025-05-13FILED +27 DAYS | 2025-04-16 | +202.36% | Applied Materials |
GILDStock | Sale (Full)$1,001 - $15,000 | 2025-05-13FILED +27 DAYS | 2025-04-16 | −4.76% | Gilead Sciences Inc |
LRCXStock | Sale (Partial)$1,001 - $15,000 | 2025-05-13FILED +27 DAYS | 2025-04-16 | +342.38% | Lam Research Corp |
MSFTStock | Purchase$1,001 - $15,000 | 2025-05-13FILED +27 DAYS | 2025-04-16 | −10.78% | Microsoft Corp |
ORCLStock | Purchase$1,001 - $15,000 | 2025-05-13FILED +27 DAYS | 2025-04-16 | −29.60% | Oracle Corp |
UNHStock | Purchase$1,001 - $15,000 | 2025-05-13FILED +27 DAYS | 2025-04-16 | −79.17% | Unitedhealth Group Inc |
BACStock | Sale (Partial)$1,001 - $15,000 | 2025-05-13FILED +28 DAYS | 2025-04-15 | +17.58% | Bank of America Corp |
METAStock | Purchase$1,001 - $15,000 | 2025-05-13FILED +28 DAYS | 2025-04-15 | −33.92% | Meta Platforms Inc |
SHYStock | Sale (Partial)$1,001 - $15,000 | 2025-05-13FILED +34 DAYS | 2025-04-09 | −41.22% | iShares 1-3 Year Treasury Bond ETF |
| HYGStock | Purchase$1,001 - $15,000 | 2025-05-13FILED +34 DAYS | 2025-04-09 | −37.87% | iShares iBoxx $ High Yield Corporate Bond ETF |
JPMStock | Sale (Partial)$1,001 - $15,000 | 2025-05-13FILED +35 DAYS | 2025-04-08 | +8.02% | JP Morgan Chase & Company |
IVWStock | Sale (Full)$1,001 - $15,000 | 2025-05-13FILED +35 DAYS | 2025-04-08 | +14.43% | iShares S&P 500 Growth ETF |
AVGOStock | Purchase$1,001 - $15,000 | 2025-05-13FILED +35 DAYS | 2025-04-08 | +82.81% | Broadcom Inc. - Common Stock |
| COLPALStock | Purchase$1,001 - $15,000 | 2025-05-13FILED +35 DAYS | 2025-04-08 | —no price data — the price source has no history for this symbol. | COLGATE PALMOLIVE LTD. |
FTGCStock | Purchase$1,001 - $15,000 | 2025-05-13FILED +35 DAYS | 2025-04-08 | −22.70% | First Trust Global Tactical Commodity Strategy Fun |
DTEStock | Sale$1,001 - $15,000 | 2025-04-20FILED +32 DAYS | 2025-03-19 | −35.91% | DTE Energy Co |
IVWETF | Sale$1,001 - $15,000 | 2025-04-20FILED +32 DAYS | 2025-03-19 | +12.58% | iShares S&P 500 Growth ETF |
AMATStock | Purchase$1,001 - $15,000 | 2025-04-20FILED +32 DAYS | 2025-03-19 | +176.32% | Applied Materials Inc |
TBLLETF | Purchase$1,001 - $15,000 | 2025-04-20FILED +32 DAYS | 2025-03-19 | −36.10% | INVESCO SHORT TERM TREAS ETF |
TBLLETF | Purchase$1,001 - $15,000 | 2025-04-20FILED +46 DAYS | 2025-03-05 | −32.22% | INVESCO SHORT TERM TREAS ETF |
DTEStock | Sale (Full)$1,001 - $15,000 | 2025-04-19FILED +31 DAYS | 2025-03-19 | −35.91% | Dte Energy Company |
IVWStock | Sale (Partial)$1,001 - $15,000 | 2025-04-19FILED +31 DAYS | 2025-03-19 | +12.58% | iShares S&P 500 Growth ETF |
AMATStock | Purchase$1,001 - $15,000 | 2025-04-19FILED +31 DAYS | 2025-03-19 | +176.32% | Applied Materials |
TBLLStock | Purchase$1,001 - $15,000 | 2025-04-19FILED +31 DAYS | 2025-03-19 | −36.10% | Invesco Short Term Treasury ETF |
TBLLStock | Purchase$1,001 - $15,000 | 2025-04-19FILED +45 DAYS | 2025-03-05 | −32.22% | Invesco Short Term Treasury ETF |
AMZNStock | Purchase$1,001 - $15,000 | 2025-03-05FILED +7 DAYS | 2025-02-26 | −10.14% | Amazon.com Inc |
AXPStock | Purchase$1,001 - $15,000 | 2025-03-05FILED +7 DAYS | 2025-02-26 | −16.84% | American Express Company |
ECLStock | Purchase$1,001 - $15,000 | 2025-03-05FILED +7 DAYS | 2025-02-26 | −22.40% | Ecolab Inc |
TBLLStock | Purchase$1,001 - $15,000 | 2025-03-05FILED +7 DAYS | 2025-02-26 | −29.58% | Invesco Short Term Treasury ETF |
| MSIStock | Purchase$1,001 - $15,000 | 2025-03-05FILED +7 DAYS | 2025-02-26 | −15.56% | Motorola Solutions |
NVDAStock | Purchase$1,001 - $15,000 | 2025-03-05FILED +7 DAYS | 2025-02-26 | +43.96% | Nvidia Corp |
LITPStock | Purchase$1,001 - $15,000 | 2025-03-05FILED +7 DAYS | 2025-02-26 | +58.77% | Sprott Lithium Miners ETF |
FTGCStock | Sale (Partial)$1,001 - $15,000 | 2025-03-05FILED +7 DAYS | 2025-02-26 | −7.61% | First Trust Global Tactical Commodity Strategy Fun |
| EMLPStock | Sale (Partial)$1,001 - $15,000 | 2025-03-05FILED +7 DAYS | 2025-02-26 | −10.62% | First Trust North American Energy Infrastructure F |
IVWStock | Sale (Partial)$1,001 - $15,000 | 2025-03-05FILED +7 DAYS | 2025-02-26 | +8.35% | iShares S&P 500 Growth ETF |
| URNMStock | Purchase$1,001 - $15,000 | 2025-03-05FILED +8 DAYS | 2025-02-25 | +43.18% | Sprott Uranium Miners ETF |
MSFTStock | Purchase$1,001 - $15,000 | 2025-03-05FILED +19 DAYS | 2025-02-14 | −2.81% | Microsoft Corp |
IVWStock | Sale (Partial)$1,001 - $15,000 | 2025-03-05FILED +19 DAYS | 2025-02-14 | +5.59% | iShares S&P 500 Growth ETF |
GOOGLStock | Purchase$1,001 - $15,000 | 2025-03-05FILED +20 DAYS | 2025-02-13 | +56.54% | Alphabet Cl A |
BSXStock | Purchase$1,001 - $15,000 | 2025-03-05FILED +20 DAYS | 2025-02-13 | −82.50% | Boston Scientific Corp |
PFEStock | Sale (Full)$1,001 - $15,000 | 2025-03-05FILED +20 DAYS | 2025-02-13 | −17.18% | Pfizer Inc |
DISStock | Sale (Full)$1,001 - $15,000 | 2025-03-05FILED +20 DAYS | 2025-02-13 | −28.99% | Walt Disney Company |
AXPStock | Purchase$1,001 - $15,000 | 2025-03-05FILED +28 DAYS | 2025-02-05 | −23.37% | American Express Company |
MAStock | Purchase$1,001 - $15,000 | 2025-03-05FILED +28 DAYS | 2025-02-05 | −23.13% | Mastercard Inc |
MSFTStock | Purchase$1,001 - $15,000 | 2025-03-05FILED +28 DAYS | 2025-02-05 | −5.41% | Microsoft Corp |
BACStock | Sale (Partial)$1,001 - $15,000 | 2025-03-05FILED +28 DAYS | 2025-02-05 | +2.23% | Bank of America Corp |
JPMStock | Sale (Partial)$1,001 - $15,000 | 2025-03-05FILED +28 DAYS | 2025-02-05 | +3.36% | JP Morgan Chase & Company |
LRCXStock | Sale (Partial)$1,001 - $15,000 | 2025-03-05FILED +28 DAYS | 2025-02-05 | +261.18% | Lam Research Corp |
AMZNStock | Purchase$1,001 - $15,000 | 2025-03-05FILED +29 DAYS | 2025-02-04 | −22.27% | Amazon.com Inc |
| QSRStock | Sale (Full)$1,001 - $15,000 | 2025-03-05FILED +29 DAYS | 2025-02-04 | −2.07% | Restaurant Brands International |
| HPQStock | Sale (Full)$1,001 - $15,000 | 2025-02-07FILED +10 DAYS | 2025-01-28 | −37.05% | HP Inc |
IVWStock | Sale (Partial)$1,001 - $15,000 | 2025-02-07FILED +10 DAYS | 2025-01-28 | +7.23% | iShares S&P 500 Growth ETF |
TBLLStock | Purchase$1,001 - $15,000 | 2025-02-07FILED +10 DAYS | 2025-01-28 | −27.45% | Invesco Short Term Treasury ETF |
| NRGStock | Purchase$1,001 - $15,000 | 2025-02-07FILED +10 DAYS | 2025-01-28 | −14.13% | NRG Energy, Inc. Common Stock |
| SPYStock | Sale (Full)$1,001 - $15,000 | 2025-02-07FILED +22 DAYS | 2025-01-16 | +0.00% | SPDR??S&P 500? ETF Trust |
TBLLStock | Purchase$1,001 - $15,000 | 2025-02-07FILED +22 DAYS | 2025-01-16 | −30.47% | Invesco Short Term Treasury ETF |
CSCOStock | Sale (Full)$1,001 - $15,000 | 2025-02-07FILED +24 DAYS | 2025-01-14 | +56.58% | Cisco Systems Inc |
| EBAYStock | Sale (Full)$1,001 - $15,000 | 2025-02-07FILED +24 DAYS | 2025-01-14 | +26.33% | Ebay Inc |
| QQQStock | Sale (Full)$1,001 - $15,000 | 2025-02-07FILED +24 DAYS | 2025-01-14 | +10.32% | Invesco QQQ Trust, Series 1 |
MAStock | Purchase$1,001 - $15,000 | 2025-02-07FILED +24 DAYS | 2025-01-14 | −16.20% | Mastercard Incorporated Common Stock |
NVDAStock | Purchase$1,001 - $15,000 | 2025-02-07FILED +24 DAYS | 2025-01-14 | +40.58% | Nvidia Corp |
CRMStock | Purchase$1,001 - $15,000 | 2025-02-07FILED +24 DAYS | 2025-01-14 | −54.54% | Salesforce Inc |