Charles J. "Chuck" Fleischmann
254 trades tracked
| Tx Date | Ticker | Asset | Type | Amount | Disclosed |
|---|---|---|---|---|---|
| Feb 20, 2026 | ADBE | Adobe Inc | Purchase | $1,001 - $15,000 | Mar 23, 2026 |
| Feb 23, 2026 | ACN | Accenture PLC | Purchase | $15,001 - $50,000 | Mar 23, 2026 |
| Feb 20, 2026 | EEFT | Euronet Worldwide Inc | Sale | $1,001 - $15,000 | Mar 23, 2026 |
| Feb 20, 2026 | PYPL | PayPal Holdings Inc | Sale | $1,001 - $15,000 | Mar 23, 2026 |
| Feb 20, 2026 | PINS | Pinterest Inc | Sale | $1,001 - $15,000 | Mar 23, 2026 |
| Feb 20, 2026 | NOW | ServiceNow Inc | Purchase | $1,001 - $15,000 | Mar 23, 2026 |
| Feb 20, 2026 | UNH | Unitedhealth Group Inc | Purchase | $15,001 - $50,000 | Mar 23, 2026 |
| Jan 28, 2026 | MDYV | SPDR S&P 400 Mid Cap Value ETF | Sale | $1,001 - $15,000 | Feb 10, 2026 |
| Jan 28, 2026 | TLH | iShares 10-20 Year Treasury Bond ETF | Purchase | $1,001 - $15,000 | Feb 10, 2026 |
| Jan 28, 2026 | GLDM | SPDR GOLD MINISHARES TR | Sale | $1,001 - $15,000 | Feb 10, 2026 |
| Jan 28, 2026 | GDX | VanEck Vectors ETF Trust VanEck Vectors ... | Purchase | $1,001 - $15,000 | Feb 10, 2026 |
| Jan 28, 2026 | SPMB | STATE STREET SPDR MOT BKD BD | Purchase | $1,001 - $15,000 | Feb 10, 2026 |
| Jan 28, 2026 | PICK | ISHARES MSCI GBL METLS & MNG | Purchase | $1,001 - $15,000 | Feb 10, 2026 |
| Jan 28, 2026 | REGL | Proshares Trust - ProShares S&P MidCap 4... | Sale | $1,001 - $15,000 | Feb 10, 2026 |
| Jan 28, 2026 | MDYG | SPDR S&P 400 Mid Cap Growth ETF | Sale | $1,001 - $15,000 | Feb 10, 2026 |
| Jan 28, 2026 | SPYV | SPDR Series Trust - SPDR Portfolio S&P 5... | Purchase | $1,001 - $15,000 | Feb 10, 2026 |
| Oct 21, 2025 | IEUR | iShares Core MSCI Europe ETF | Purchase | $1,001 - $15,000 | Nov 20, 2025 |
| Oct 21, 2025 | HYBB | ISHARES BB RAT CORP BOND ETF | Purchase | $1,001 - $15,000 | Nov 20, 2025 |
| Oct 21, 2025 | MDY | SPDR MidCap 400 ETF Trust (2) | Sale | $1,001 - $15,000 | Nov 20, 2025 |
| Oct 21, 2025 | MDY | SPDR MidCap 400 ETF Trust (1) | Sale | $1,001 - $15,000 | Nov 20, 2025 |
| Oct 21, 2025 | SPDW | SPDR Portfolio Developed World ex-US ETF | Purchase | $1,001 - $15,000 | Nov 20, 2025 |
| Oct 21, 2025 | SPYG | SPDR Portfolio S&P 500 Growth ETF | Purchase | $1,001 - $15,000 | Nov 20, 2025 |
| Oct 21, 2025 | GLDM | SPDR GOLD MINISHARES TR | Sale | $1,001 - $15,000 | Nov 20, 2025 |
| Oct 21, 2025 | TLH | iShares 10-20 Year Treasury Bond ETF | Sale | $1,001 - $15,000 | Nov 20, 2025 |
| Jul 17, 2025 | IEI | iShares 3-7 Year Treasury Bond ETF | Sale | $1,001 - $15,000 | Aug 19, 2025 |
| Jul 17, 2025 | SPMB | SPDR® PORTFOLIO MORTGAGE BACKED BOND ET... | Sale | $1,001 - $15,000 | Aug 19, 2025 |
| Jul 17, 2025 | XLP | The Consumer Staples Select Sector SPDR ... | Sale | $1,001 - $15,000 | Aug 19, 2025 |
| Jul 17, 2025 | MDYV | SPDR S&P 400 MID CAP VALUE ETF | Sale | $1,001 - $15,000 | Aug 19, 2025 |
| Jul 17, 2025 | MDYG | SPDR S&P 400 Mid Cap Growth ETF | Purchase | $1,001 - $15,000 | Aug 19, 2025 |
| Jul 17, 2025 | SPYG | SPDR Portfolio S&P 500 Growth ETF | Purchase | $1,001 - $15,000 | Aug 19, 2025 |
| Jul 17, 2025 | AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ET... | Purchase | $1,001 - $15,000 | Aug 19, 2025 |
| Jul 17, 2025 | FXF | INVESCO CURRENCYSHARES SWISS FRANC TRUST | Sale | $1,001 - $15,000 | Aug 19, 2025 |
| Jul 17, 2025 | TLH | iShares 10-20 Year Treasury Bond ETF | Sale | $1,001 - $15,000 | Aug 19, 2025 |
| Jul 17, 2025 | IEUR | iShares Core MSCI Europe ETF | Purchase | $1,001 - $15,000 | Aug 19, 2025 |
| Jul 17, 2025 | HYBB | ISHARES BB RAT CORP BOND ETF | Purchase | $1,001 - $15,000 | Aug 19, 2025 |
| Jul 17, 2025 | SPDW | SPDR Portfolio Developed World ex-US ETF | Purchase | $1,001 - $15,000 | Aug 19, 2025 |
| Jan 28, 2025 | FLJP | FRANKLIN FTSE JAPAN ETF | Sale | $1,001 - $15,000 | Feb 14, 2025 |
| Jan 28, 2025 | SLYG | SPDR S&P 600 Small Cap Growth ETF | Sale | $1,001 - $15,000 | Feb 14, 2025 |
| Jan 28, 2025 | SPDW | SPDR Portfolio Developed World ex-US ETF | Sale | $1,001 - $15,000 | Feb 14, 2025 |
| Jan 28, 2025 | SPY | SPDR S&P 500 ETF Trust | Purchase | $1,001 - $15,000 | Feb 14, 2025 |
| Jan 28, 2025 | ZROZ | PIMCO 25 YR ZERO CPN US ETF | Sale | $1,001 - $15,000 | Feb 14, 2025 |
| Jan 28, 2025 | ITA | iShares U.S. Aerospace & Defense ETF | Sale | $1,001 - $15,000 | Feb 14, 2025 |
| Jan 28, 2025 | TLH | iShares 10-20 Year Treasury Bond ETF | Purchase | $1,001 - $15,000 | Feb 14, 2025 |
| Jan 28, 2025 | IGSB | iShares 1-5 Year Investment Grade Corp B... | Sale | $1,001 - $15,000 | Feb 14, 2025 |
| Jan 28, 2025 | URA | Global X Uranium ETF | Purchase | $1,001 - $15,000 | Feb 14, 2025 |
| Jan 28, 2025 | IBUY | Amplify Online Retail ETF | Purchase | $1,001 - $15,000 | Feb 14, 2025 |
| Jan 28, 2025 | SPYV | SPDR Series Trust - SPDR Portfolio S&P 5... | Purchase | $1,001 - $15,000 | Feb 14, 2025 |
| Jan 28, 2025 | MDYG | SPDR S&P 400 Mid Cap Growth ETF | Sale | $1,001 - $15,000 | Feb 14, 2025 |
| Jan 28, 2025 | SPYG | SPDR Portfolio S&P 500 Growth ETF | Purchase | $1,001 - $15,000 | Feb 14, 2025 |
| Jan 28, 2025 | SPMB | SPDR® PORTFOLIO MORTGAGE BACKED BOND ET... | Purchase | $1,001 - $15,000 | Feb 14, 2025 |
| Jan 28, 2025 | SLYV | SPDR S&P 600 Small Cap Value ETF | Purchase | $1,001 - $15,000 | Feb 14, 2025 |
| Jan 28, 2025 | VZ | Verizon Communications Inc | Purchase | $1,001 - $15,000 | Feb 14, 2025 |
| Jan 28, 2025 | GLDM | SPDR GOLD MINISHARES TR | Sale | $1,001 - $15,000 | Feb 14, 2025 |
| Jan 28, 2025 | ADBE | Adobe Inc | Purchase | $15,001 - $50,000 | Feb 14, 2025 |
| Jan 28, 2025 | XLE | The Select Sector SPDR Trust - The Energ... | Sale | $1,001 - $15,000 | Feb 14, 2025 |
| Oct 22, 2024 | SHY | iShares 1-3 Year Treasury Bond ETF | Sale | $15,001 - $50,000 | Nov 14, 2024 |
| Oct 22, 2024 | IGSB | iShares 1-5 Year Investment Grade Corp B... | Sale | $1,001 - $15,000 | Nov 14, 2024 |
| Oct 22, 2024 | IEI | iShares 3-7 Year Treasury Bond ETF | Purchase | $1,001 - $15,000 | Nov 14, 2024 |
| Oct 22, 2024 | ZROZ | PIMCO 25 YR ZERO CPN US ETF | Purchase | $1,001 - $15,000 | Nov 14, 2024 |
| Oct 22, 2024 | SPDW | SPDR Portfolio Developed World ex-US ETF | Sale | $1,001 - $15,000 | Nov 14, 2024 |
| Oct 22, 2024 | GLDM | SPDR GOLD MINISHARES TR | Sale | $1,001 - $15,000 | Nov 14, 2024 |
| Oct 22, 2024 | SPMB | SPDR® PORTFOLIO MORTGAGE BACKED BOND ET... | Purchase | $15,001 - $50,000 | Nov 14, 2024 |
| Oct 22, 2024 | XONE | BONDBLOXX B O Y T D US T ETF | Sale | $1,001 - $15,000 | Nov 14, 2024 |
| Oct 22, 2024 | FLJP | FRANKLIN FTSE JAPAN ETF | Sale | $1,001 - $15,000 | Nov 14, 2024 |
| Jan 26, 2024 | TLH | iShares 10-20 Year Treasury Bond ETF | Sale | $15,001 - $50,000 | Feb 9, 2024 |
| Jan 26, 2024 | IBDP | iShares iBonds Dec 2024 Term Corporate E... | Purchase | $1,001 - $15,000 | Feb 9, 2024 |
| Jan 26, 2024 | HYBB | ISHARES BB RAT CORP BOND ETF | Sale | $1,001 - $15,000 | Feb 9, 2024 |
| Jan 26, 2024 | CALF | PACER US SM CP CS CW 100 ETF | Sale | $1,001 - $15,000 | Feb 9, 2024 |
| Jan 26, 2024 | SLYG | SPDR S&P 600 Small Cap Growth ETF | Purchase | $15,001 - $50,000 | Feb 9, 2024 |
| Jan 26, 2024 | SPYG | SPDR Portfolio S&P 500 Growth ETF | Purchase | $1,001 - $15,000 | Feb 9, 2024 |
| Jan 26, 2024 | SPYV | SPDR Series Trust - SPDR Portfolio S&P 5... | Sale | $1,001 - $15,000 | Feb 9, 2024 |
| Jan 26, 2024 | XME | SPDR S&P Metals & Mining ETF | Sale | $1,001 - $15,000 | Feb 9, 2024 |
| Jan 26, 2024 | XLI | The Industrial Select Sector SPDR Fund | Purchase | $1,001 - $15,000 | Feb 9, 2024 |
| Jan 26, 2024 | VCLT | Vanguard Scottsdale Funds Vanguard Long-... | Purchase | $1,001 - $15,000 | Feb 9, 2024 |
| Jan 26, 2024 | GLDM | SPDR GOLD MINISHARES TR | Purchase | $1,001 - $15,000 | Feb 9, 2024 |
| Oct 20, 2023 | GLDM | SPDR GOLD MINISHARES TR | Sale | $1,001 - $15,000 | Nov 17, 2023 |
| Oct 20, 2023 | MDYV | SPDR S&P 400 Mid Cap Value ETF | Sale | $1,001 - $15,000 | Nov 17, 2023 |
| Oct 20, 2023 | FINX | Global X FinTech ETF | Purchase | $1,001 - $15,000 | Nov 17, 2023 |
| Oct 20, 2023 | VCSH | Vanguard Scottsdale Funds Vanguard Short... | Purchase | $1,001 - $15,000 | Nov 17, 2023 |
| Oct 20, 2023 | SLYG | SPDR S&P 600 Small Cap Growth ETF | Purchase | $1,001 - $15,000 | Nov 17, 2023 |
| Oct 20, 2023 | TLH | iShares 10-20 Year Treasury Bond ETF | Purchase | $1,001 - $15,000 | Nov 17, 2023 |
| Oct 20, 2023 | CALF | PACER US SM CP CS CW 100 ETF | Purchase | $1,001 - $15,000 | Nov 17, 2023 |
| Oct 20, 2023 | XMHQ | INVESCO S&P MDCP QUALITY ETF | Purchase | $1,001 - $15,000 | Nov 17, 2023 |
| Oct 20, 2023 | PDBC | Invesco Optimum Yield Diversified Commod... | Purchase | $1,001 - $15,000 | Nov 17, 2023 |
| Oct 20, 2023 | FLJP | FRANKLIN FTSE JAPAN ETF | Sale | $1,001 - $15,000 | Nov 17, 2023 |
| Oct 20, 2023 | XONE | BONDBLOXX B O Y T D US T ETF | Sale | $1,001 - $15,000 | Nov 17, 2023 |
| Oct 20, 2023 | MDYG | SPDR S&P 400 Mid Cap Growth ETF | Sale | $1,001 - $15,000 | Nov 17, 2023 |
| Oct 20, 2023 | SPDW | SPDR Portfolio Developed World ex-US ETF | Sale | $15,001 - $50,000 | Nov 17, 2023 |
| Jul 21, 2023 | SHY | iShares 1-3 Year Treasury Bond ETF | Sale | $15,001 - $50,000 | Aug 14, 2023 |
| Jul 21, 2023 | SPDW | SPDR Portfolio Developed World ex-US ETF | Sale | $1,001 - $15,000 | Aug 14, 2023 |
| Jul 21, 2023 | FLJP | FRANKLIN FTSE JAPAN ETF | Purchase | $1,001 - $15,000 | Aug 14, 2023 |
| Jul 21, 2023 | XMHQ | INVESCO S&P MDCP QUALITY ETF | Sale | $1,001 - $15,000 | Aug 14, 2023 |
| Jul 21, 2023 | XONE | BONDBLOXX B O Y T D US T ETF | Purchase | $15,001 - $50,000 | Aug 14, 2023 |
| Apr 26, 2023 | MSYG | SPDR SER TR S&P 400 Mid Cap Growth | Purchase | $1,001 - $15,000 | May 9, 2023 |
| Apr 26, 2023 | CALF | Pacer FDS TR PACER US SMALL Cap | Sale (Full) | $1,001 - $15,000 | May 9, 2023 |
| Apr 10, 2023 | TROW | Price T ROWE Group Inc Com | Purchase | $1,001 - $15,000 | May 9, 2023 |
| Apr 10, 2023 | GRMN | Garmin LTF SHS | Purchase | $1,001 - $15,000 | May 9, 2023 |
| Apr 10, 2023 | MMM | 3M Co Company | Purchase | $1,001 - $15,000 | May 9, 2023 |
| Apr 26, 2023 | MDYV | SPDR SER TR S&P 400 Mid Cap VA | Sale (Full) | $1,001 - $15,000 | May 9, 2023 |
| Apr 10, 2023 | DKNG | DraftKings Inc NEW CLASS A | Sale (Full) | $1,001 - $15,000 | May 9, 2023 |
| Apr 10, 2023 | TCEHY | Tencent HLDINGS LTD ADR | Sale (Full) | $1,001 - $15,000 | May 9, 2023 |
| Apr 26, 2023 | PDBC | Invesco Actively Managed EX | Sale (Full) | $1,001 - $15,000 | May 9, 2023 |
| Apr 10, 2023 | UPWK | Upwork Inc Com | Sale (Full) | $1,001 - $15,000 | May 9, 2023 |
| Apr 26, 2023 | SLYG | SPDR SER TR S&P 600 SMALL CAP | Sale (Full) | $1,001 - $15,000 | May 9, 2023 |
| Apr 10, 2023 | PNFP | Pinnacle FINL Partners Inc CO | Purchase | $1,001 - $15,000 | May 9, 2023 |
| Apr 26, 2023 | XMHQ | Invesco Exchange-traded FD | Purchase | $1,001 - $15,000 | May 9, 2023 |
| Apr 26, 2023 | HYBB | iShares TR BB Rated Corp BD E | Sale (Full) | $1,001 - $15,000 | May 9, 2023 |
| Jan 23, 2023 | SPDW | SPDR Index SHS FDS SPDR PORT | Purchase | $15,001 - $50,000 | Feb 13, 2023 |
| Jan 23, 2023 | XME | SPDR SER TR S&P Metals & MNG | Purchase | $1,001 - $15,000 | Feb 13, 2023 |
| Jan 23, 2023 | CALF | PACER FDS TR PACER US SMALL C | Purchase | $1,001 - $15,000 | Feb 13, 2023 |
| Jan 23, 2023 | SLYG | SPDR SER TR S&P 600 Small Cap | Purchase | $1,001 - $15,000 | Feb 13, 2023 |
| Jan 23, 2023 | XLI | Select Sector SPDR TR INDL | Purchase | $1,001 - $15,000 | Feb 13, 2023 |
| Jan 23, 2023 | IAU | iShares Gold TR ISHARES New | Sale (Full) | $1,001 - $15,000 | Feb 13, 2023 |
| Jan 23, 2023 | XLV | SELECT SECTOR SPDR TR HEALTH | Sale (Full) | $1,001 - $15,000 | Feb 13, 2023 |
| Jan 23, 2023 | SLYV | SPDR SER TR S&P 600 Smal Cap | Sale (Full) | $1,001 - $15,000 | Feb 13, 2023 |
| Jan 23, 2023 | MDYV | SPDR SER S&P 400 MID CAP VA | Sale (Full) | $1,001 - $15,000 | Feb 13, 2023 |
| Jan 23, 2023 | XLP | Select Sector SPDR TR Consumer | Sale (Full) | $1,001 - $15,000 | Feb 13, 2023 |
| Jan 23, 2023 | SHY | iShares TR 1-3 YR Treasury BD ETF | Sale (Full) | $15,001 - $50,000 | Feb 13, 2023 |
| Jan 23, 2023 | HYBB | iShares TR BB Rated BD E | Sale (Full) | $1,001 - $15,000 | Feb 13, 2023 |
| Jan 23, 2023 | ZROZ | PIMCO ETF TR 25+ Yr Zero CPN | Sale (Full) | $1,001 - $15,000 | Feb 13, 2023 |
| Jan 23, 2023 | GLDM | WORLD GOLD TR SPDR GOLD MINI | Purchase | $1,001 - $15,000 | Feb 13, 2023 |
| Dec 20, 2022 | RPBAX | T ROWE PRICE BALANCED FUND | Purchase | $1,001 - $15,000 | Jan 1, 2023 |
| Dec 16, 2022 | YACKX | AMG YACKTMAN FUND | Purchase | $1,001 - $15,000 | Jan 1, 2023 |
| Dec 14, 2022 | TRBCX | T ROWE PRICE BLUE CHIP GROWTH FUND | Purchase | $1,001 - $15,000 | Jan 1, 2023 |
| Dec 21, 2022 | DODWX | DODGE & COX GLOBAL STOCK FUND | Purchase | $1,001 - $15,000 | Jan 1, 2023 |
| Nov 28, 2022 | TWLO | Twilio Inc Class A | Sale (Full) | $1,001 - $15,000 | Dec 12, 2022 |
| Nov 18, 2022 | PARMX | Paranassus Mid-Cap Fund INVE | Purchase | $1,001 - $15,000 | Dec 12, 2022 |
| Oct 19, 2022 | MDYV | SPDR SER TR S&P 400 Mid Cap Value ETF | Purchase | $15,001 - $50,000 | Nov 14, 2022 |
| Oct 19, 2022 | HYBB | iShares TR BB Rated Corp BD E | Purchase | $1,001 - $15,000 | Nov 14, 2022 |
| Oct 19, 2022 | SLYV | SPDR Ser TR S&P 600 Small Cap | Sale (Full) | $1,001 - $15,000 | Nov 14, 2022 |
| Oct 19, 2022 | IBTG | iShares TR IBonds Dec 2026 Ter | Sale (Full) | $1,001 - $15,000 | Nov 14, 2022 |
| Oct 19, 2022 | SHY | IShares TR 1-3YR Treasury BD ETF | Purchase | $15,001 - $50,000 | Nov 14, 2022 |
| Oct 19, 2022 | IBTK | iShares TR iBonds Dec 2030 Ter | Sale (Full) | $15,001 - $50,000 | Nov 14, 2022 |
| Oct 19, 2022 | PDBC | Invesco Actively Managed Ex | Sale (Full) | $1,001 - $15,000 | Nov 14, 2022 |
| Oct 19, 2022 | IBDU | iShares TR iBonds Dec 2029 Ter | Sale (Full) | $1,001 - $15,000 | Nov 14, 2022 |
| Oct 19, 2022 | SPYG | SPDR Ser TR S&P 500 Growth E | Sale (Full) | $1,001 - $15,000 | Nov 14, 2022 |
| Oct 19, 2022 | SPYV | SPDR SER TR S&P 500 Value ETF | Sale (Full) | $1,001 - $15,000 | Nov 14, 2022 |
| Oct 19, 2022 | IAU | IShares Gold TR iShares New | Sale (Full) | $1,001 - $15,000 | Nov 14, 2022 |
| Oct 19, 2022 | DXJ | Wisdomtree TR Japan Hedged ETF | Sale (Full) | $1,001 - $15,000 | Nov 14, 2022 |
| Oct 19, 2022 | ZROZ | Pimco ETF TR 25+ Yr Zero CPN U | Purchase | $1,001 - $15,000 | Nov 14, 2022 |
| Oct 19, 2022 | MDYG | SPDR SER TR S&P 400 Mid Cap Growth ETF | Purchase | $1,001 - $15,000 | Nov 14, 2022 |
| Oct 19, 2022 | SLYG | SPDR Ser TR S&P 600 Small Cap | Sale (Full) | $1,001 - $15,000 | Nov 14, 2022 |
| Jul 21, 2022 | SPDW | SPRD Index SHB FDS SPDR Port | Sale (Full) | $15,001 - $50,000 | Aug 12, 2022 |
| Jul 21, 2022 | IBDU | iShares TR iBonds Dec 2029 Ter | Purchase | $1,001 - $15,000 | Aug 12, 2022 |
| Jul 21, 2022 | IBTK | iShares TR iBonds Dec 2030 Ter | Purchase | $15,001 - $50,000 | Aug 12, 2022 |
| Jul 21, 2022 | SLYG | SPDR SER TR S&P 600 Small Cap | Sale (Full) | $1,001 - $15,000 | Aug 12, 2022 |
| Jul 21, 2022 | HYBB | iShares TR BB Rated Corp BD E | Purchase | $1,001 - $15,000 | Aug 12, 2022 |
| Jul 21, 2022 | IAU | iShares Gold TR iShares New | Sale (Full) | $1,001 - $15,000 | Aug 12, 2022 |
| Jul 21, 2022 | IBDP | iShare TR Bonds Dec 2024 TER | Purchase | $1,001 - $15,000 | Aug 12, 2022 |
| Jul 21, 2022 | SLYV | SPDR SER TR S&P 600 Small Cap | Sale (Full) | $1,001 - $15,000 | Aug 12, 2022 |
| Jul 21, 2022 | PDBC | Invesco Actively Managed Ex | Sale (Full) | $1,001 - $15,000 | Aug 12, 2022 |
| Apr 25, 2022 | MDYG | SPDR SER TR S&P 400 Mid Cap Growth ETF | Sale (Full) | $1,001 - $15,000 | May 16, 2022 |
| Apr 25, 2022 | SPYG | SPDR SER TR S&P 500 Growth ETF | Purchase | $1,001 - $15,000 | May 16, 2022 |
| Apr 25, 2022 | ITA | iShares TR US Aerospace & Defense | Purchase | $1,001 - $15,000 | May 16, 2022 |
| Apr 25, 2022 | IBDU | iShares TR iBonds DEC 2029 TER | Purchase | $1,001 - $15,000 | May 16, 2022 |
| Apr 25, 2022 | DXJ | Wisdomtree TR Japan Hedged ETF | Purchase | $1,001 - $15,000 | May 16, 2022 |
| Apr 25, 2022 | XLF | Select Sector SPDR TR Financial | Sale (Full) | $1,001 - $15,000 | May 16, 2022 |
| Apr 25, 2022 | SPDW | SPDR Index SHS FDS SPDR Port | Sale (Full) | $1,001 - $15,000 | May 16, 2022 |
| Apr 25, 2022 | EWU | iShares TR MSCI UTD Kingdom E | Sale (Full) | $1,001 - $15,000 | May 16, 2022 |
| Apr 25, 2022 | HYBB | iShares TR BB Rated Corp BD E | Purchase | $1,001 - $15,000 | May 16, 2022 |
| Apr 25, 2022 | IBTK | iShares TR iBonds DEC 2030 TER | Purchase | $1,001 - $15,000 | May 16, 2022 |
| Apr 25, 2022 | MDYV | SPDR SER TR S&P 400 Mid Cap Value ETF | Sale (Full) | $1,001 - $15,000 | May 16, 2022 |
| Apr 25, 2022 | XLP | Select Sector SPDR TR Consumer | Purchase | $1,001 - $15,000 | May 16, 2022 |
| Apr 25, 2022 | XLB | Select Sector SPDR TR Matls | Sale (Full) | $1,001 - $15,000 | May 16, 2022 |
| Apr 25, 2022 | PDBC | Invesco Actively Managed Ex | Purchase | $1,001 - $15,000 | May 16, 2022 |
| Apr 25, 2022 | IBTF | iShares TR iBonds DEC 2025 TER | Sale (Full) | $1,001 - $15,000 | May 16, 2022 |
| Apr 25, 2022 | XLE | Select Sector SPDR TR Energy | Purchase | $1,001 - $15,000 | May 16, 2022 |
| Apr 25, 2022 | XHB | SPDR SER TR S&P Homebuilders | Sale (Full) | $1,001 - $15,000 | May 16, 2022 |
| Apr 25, 2022 | IBDP | iShares TR Bonds DEC 2024 | Sale (Full) | $1,001 - $15,000 | May 16, 2022 |
| Apr 25, 2022 | SPYV | SPDR SER TR S&P 500 Value ETF | Purchase | $1,001 - $15,000 | May 16, 2022 |
| Jan 24, 2022 | SPYV | SPDR Ser TR S&P 500 Value ETF | Sale (Full) | $1,001 - $15,000 | Feb 11, 2022 |
| Jan 24, 2022 | XLI | Select Sector SPDR TR INDL | Sale (Full) | $1,001 - $15,000 | Feb 11, 2022 |
| Jan 24, 2022 | IBTB | iShares Bonds Dec 2022 Term T | Sale (Full) | $1,001 - $15,000 | Feb 11, 2022 |
| Jan 24, 2022 | IBTF | iShares Bonds Dec 2025 Term T | Purchase | $1,001 - $15,000 | Feb 11, 2022 |
| Jan 24, 2022 | IAU | iShares Gold TR Shares new | Sale (Full) | $1,001 - $15,000 | Feb 11, 2022 |
| Jan 24, 2022 | XLV | Select Sector SPDR TR Health | Purchase | $1,001 - $15,000 | Feb 11, 2022 |
| Jan 24, 2022 | SPYG | SPDR Ser Tr S&P 500 Growth ETF | Sale (Full) | $1,001 - $15,000 | Feb 11, 2022 |
| Jan 24, 2022 | PDBC | Invesco Actively Managed Ex | Purchase | $1,001 - $15,000 | Feb 11, 2022 |
| Jan 24, 2022 | IBTG | iShares Bonds Dec 2026 Term T | Purchase | $1,001 - $15,000 | Feb 11, 2022 |
| Jan 19, 2022 | DKNG | DraftKings Inc Class A | Purchase | $1,001 - $15,000 | Feb 11, 2022 |
| Dec 17, 2021 | PRGTX | T Rowe Price Global Techno | Purchase | $15,001 - $50,000 | Jan 19, 2022 |
| Dec 16, 2021 | YACKX | AMG Yacktman Fund Class I | Purchase | $1,001 - $15,000 | Jan 19, 2022 |
| Dec 22, 2021 | DODWX | Dodge & Cox Global Stock F | Purchase | $1,001 - $15,000 | Jan 19, 2022 |
| Dec 15, 2021 | TRBCX | T Rowe Price Blue Chip Growth | Purchase | $1,001 - $15,000 | Jan 19, 2022 |
| Dec 16, 2021 | VWIGX | Vanguard International Growth | Purchase | $1,001 - $15,000 | Jan 19, 2022 |
| Dec 17, 2021 | LCGFX | William Blair Large Cap Growth | Purchase | $1,001 - $15,000 | Jan 19, 2022 |
| Dec 17, 2021 | OAKGX | The Oakmark Global Fund In | Purchase | $1,001 - $15,000 | Jan 19, 2022 |
| Dec 17, 2021 | NFFFX | New World Fund Class F-2 | Purchase | $1,001 - $15,000 | Jan 19, 2022 |
| Dec 14, 2021 | RPBAX | T Rowe Price Balanced | Purchase | $1,001 - $15,000 | Jan 19, 2022 |
| Nov 19, 2021 | PARMX | Parnassus Mid-Cap Fund | Purchase | $1,001 - $15,000 | Dec 16, 2021 |
| Nov 19, 2021 | DKNG | DraftKings Inc Class A | Sale (Full) | $1,001 - $15,000 | Dec 16, 2021 |
| Oct 25, 2021 | MFYV | SPDR SER TR S&P 400 MID Cap G | Purchase | $1,001 - $15,000 | Nov 12, 2021 |
| Oct 25, 2021 | MDYG | SPDR SER TR S&P 400 MID Cap G | Purchase | $1,001 - $15,000 | Nov 12, 2021 |
| Oct 25, 2021 | EMXC | IShares Inc MSCI Emerging MK | Sale (Full) | $1,001 - $15,000 | Nov 12, 2021 |
| Sep 9, 2021 | PONPX | Pimco Income Fund Class I-1 | Purchase | $15,001 - $50,000 | Oct 13, 2021 |
| Sep 9, 2021 | PIMIX | Pimco Income Fund Instuition | Sale (Full) | $15,001 - $50,000 | Oct 13, 2021 |
| Aug 6, 2021 | ZBH | Zimmer Biomet Holdings Inc Common Stock | Sale (Full) | $1,001 - $15,000 | Oct 7, 2021 |
| Aug 6, 2021 | DKNG | DraftKings Inc Class A | Purchase | $1,001 - $15,000 | Oct 7, 2021 |
| Aug 6, 2021 | ZBH | Zimmer Biomet Holdings Inc Common Stock | Sale (Full) | $1,001 - $15,000 | Oct 1, 2021 |
| Aug 6, 2021 | DKNG | DraftKings Inc Class A | Purchase | $1,001 - $15,000 | Oct 1, 2021 |
| Jul 22, 2021 | IGLB | iShares TR 10+YR INVT GRACE CO | Sale (Full) | $1,001 - $15,000 | Aug 17, 2021 |
| Jul 29, 2021 | LCGFX | William Blair Large Cap Growth | Purchase | $50,001 - $100,000 | Aug 17, 2021 |
| Jul 29, 2021 | SGIIX | First Eagle Global Fund Class | Sale (Full) | $50,001 - $100,000 | Aug 17, 2021 |
| Jul 22, 2021 | IBDP | iShares TR Bonds DEC 2024 TER | Purchase | $1,001 - $15,000 | Aug 17, 2021 |
| Jul 22, 2021 | MDYV | SPDR SER TR S&P 00 MID CAP VA | Purchase | $1,001 - $15,000 | Aug 17, 2021 |
| Jul 22, 2021 | MDYG | SPDR SER TR S&P 400 MID CAP GR | Purchase | $1,001 - $15,000 | Aug 17, 2021 |
| Jul 22, 2021 | IBTD | iShares iBonds DEC 2023 TERM T | Sale (Full) | $1,001 - $15,000 | Aug 17, 2021 |
| Jul 22, 2021 | MBB | iShares TRMBD ETF | Sale (Full) | $1,001 - $15,000 | Aug 17, 2021 |
| Jul 22, 2021 | EMXC | iShares Inc MSCI EMERGING MKT | Purchase | $1,001 - $15,000 | Aug 17, 2021 |
| Jul 22, 2021 | IEMG | iShares Inc Core MSCI EMERGING | Sale (Full) | $1,001 - $15,000 | Aug 17, 2021 |
| Apr 22, 2021 | IGLB | iShares TR 10+ YR Invt Grade C | Purchase | $1,001 - $15,000 | May 12, 2021 |
| Apr 22, 2021 | IEMG | iShares Inc Core MSCI Emerging Markets | Purchase | $1,001 - $15,000 | May 12, 2021 |
| Apr 22, 2021 | EWU | iShares TR MSCI UTD Kingdom E | Purchase | $1,001 - $15,000 | May 12, 2021 |
| Apr 22, 2021 | VNQ | Vanguard Index FDS Real Estate | Sale (Full) | $1,001 - $15,000 | May 12, 2021 |
| Apr 22, 2021 | IAU | IShares Gold TR | Purchase | $1,001 - $15,000 | May 12, 2021 |
| Apr 22, 2021 | SPYV | SPDR Portfolio S&P 500 Value | Purchase | $1,001 - $15,000 | May 12, 2021 |
| Apr 22, 2021 | SPYG | SPDR SER TR S&P 500 Growth E | Sale (Full) | $1,001 - $15,000 | May 12, 2021 |
| Apr 22, 2021 | MDYV | SPDR SER TR S&P 400 Mid Cap VA | Sale (Full) | $1,001 - $15,000 | May 12, 2021 |
| Apr 22, 2021 | MDYG | SPDR SER TR S&P 400 Mid Cap G | Sale (Full) | $1,001 - $15,000 | May 12, 2021 |
| Apr 22, 2021 | SLYG | SPDR SER TR S&P 600 Small Cap | Sale (Full) | $1,001 - $15,000 | May 12, 2021 |
| Jan 21, 2021 | IBDO | iShares iBonds Dec 2023 Term Corporate E... | Sale (Full) | $1,001 - $15,000 | Mar 3, 2021 |
| Jan 21, 2021 | MBB | iShares Nasdaq Biotechnology Etf | Purchase | $1,001 - $15,000 | Mar 3, 2021 |
| Jan 21, 2021 | MDYG | SPDR S&P 400 Mid Cap Growth ETF | Sale (Full) | $1,001 - $15,000 | Mar 3, 2021 |
| Jan 21, 2021 | SPYV | SPDR Portfolio S&P 500 Value ETF | Sale (Full) | $1,001 - $15,000 | Mar 3, 2021 |
| Jan 21, 2021 | IBTJ | iShares iBonds Dec 2029 Term Treasury ET... | Sale (Full) | $1,001 - $15,000 | Mar 3, 2021 |
| Jan 21, 2021 | IBTB | iShares iBonds Dec 2022 Term Treasury ET... | Purchase | $1,001 - $15,000 | Mar 3, 2021 |
| Jan 21, 2021 | PDBC | Invesco Actively Managed EX | Purchase | $1,001 - $15,000 | Mar 3, 2021 |
| Jan 21, 2021 | IAU | iShares Gold Trust | Sale (Full) | $1,001 - $15,000 | Mar 3, 2021 |
| Jan 21, 2021 | IBTH | iShares iBonds Dec 2027 Term Treasury ET... | Sale (Full) | $1,001 - $15,000 | Mar 3, 2021 |
| Jan 21, 2021 | XLF | Financial Select Sector SPDR Fund | Purchase | $1,001 - $15,000 | Mar 3, 2021 |
| Jan 21, 2021 | MDYV | SPDR S&P 400 Mid Cap Value ETF | Sale (Full) | $1,001 - $15,000 | Mar 3, 2021 |
| Jan 21, 2021 | IBTG | iShares iBonds Dec 2026 Term Treasury ET... | Sale (Full) | $1,001 - $15,000 | Mar 3, 2021 |
| Jan 21, 2021 | SPYS | SPDR Portfolio S&P 500 Growth ETF | Sale (Full) | $1,001 - $15,000 | Mar 3, 2021 |
| Jan 21, 2021 | SPTI | SPDR Portfolio Intermediate Term Treasur... | Sale (Full) | $1,001 - $15,000 | Mar 3, 2021 |
| Jan 21, 2021 | LQD | iShares iBoxx $ Inv Grade Corporate Bond... | Sale (Full) | $1,001 - $15,000 | Mar 3, 2021 |
| Jan 21, 2021 | SLYV | SPDR S&P 600 Small Cap Value ETF | Purchase | $1,001 - $15,000 | Mar 3, 2021 |
| Jan 21, 2021 | XLY | Consumer Discretionary Select Sector SPD... | Sale (Full) | $1,001 - $15,000 | Mar 3, 2021 |
| Jan 21, 2021 | SPDW | SPDR Portfolio Developed World ex-US ETF | Purchase | $15,001 - $50,000 | Mar 3, 2021 |
| Jan 21, 2021 | IBTD | iShares iBonds Dec 2023 Term Treasury ET... | Purchase | $1,001 - $15,000 | Mar 3, 2021 |
| Jan 21, 2021 | IBTI | iShares iBonds Dec 2028 Term Treasury ET... | Sale (Full) | $1,001 - $15,000 | Mar 3, 2021 |
| Nov 12, 2020 | DFREX | DFA Real Estate Securities F | Purchase | $15,001 - $50,000 | Dec 9, 2020 |
| Nov 11, 2020 | TRREX | T Rowe Price Real Estate | Sale (Full) | $15,001 - $50,000 | Dec 9, 2020 |
| Oct 22, 2020 | MDYV | SPDR SER TR S&P 400 MID CAP VA | Sale (Full) | $1,001 - $15,000 | Nov 24, 2020 |
| Oct 22, 2020 | SLV | ISHARES SILVER TR ISHARES | Sale (Full) | $1,001 - $15,000 | Nov 24, 2020 |
| Oct 20, 2020 | EMR | EMERSON ELEC CO COM | Sale (Full) | $1,001 - $15,000 | Nov 24, 2020 |
| Oct 22, 2020 | XHB | SPDR SER TR S&P HOMEBUILDERS | Purchase | $1,001 - $15,000 | Nov 24, 2020 |
| Oct 22, 2020 | XLC | SELECT SECTOR SPDR TR COMMUN | Sale (Full) | $1,001 - $15,000 | Nov 24, 2020 |
| Oct 22, 2020 | XLB | SELECT SECTOR SPDR TR MATLS | Purchase | $1,001 - $15,000 | Nov 24, 2020 |
| Oct 22, 2020 | XLI | SELECT SECTOR SPDR TR INDL | Purchase | $1,001 - $15,000 | Nov 24, 2020 |
| Oct 22, 2020 | MDYG | SPDR SER TR S&P 400 MID CAP G | Sale (Full) | $1,001 - $15,000 | Nov 24, 2020 |
| Oct 22, 2020 | SPDW | SPDR INDEX SHS FDS SPDR PORT | Purchase | $1,001 - $15,000 | Nov 24, 2020 |
| Oct 22, 2020 | IEMG | ISHARES INC CORE MSCI EMERGIN | Purchase | $1,001 - $15,000 | Nov 24, 2020 |
| Oct 22, 2020 | IAU | ISHARES GOLD TR ISHARES | Purchase | $1,001 - $15,000 | Nov 24, 2020 |
| Oct 22, 2020 | XLK | SELECT SECTOR SPDR TR TECHNO | Sale (Full) | $1,001 - $15,000 | Nov 24, 2020 |