| iShares Core S&P 500 ETF |
IVV |
ETF |
Sale (Partial)
|
July 4, 2024 |
$1,001 - $15,000 |
| iShares 1-3 Year Treasury Bond ETF |
SHY |
ETF |
Sale (Partial)
|
June 26, 2024 |
$1,001 - $15,000 |
| iShares 7-10 Year Treasury Bond ETF |
IEF |
ETF |
Sale (Partial)
|
June 26, 2024 |
$1,001 - $15,000 |
| Nuance Mid Cap Value Fund Z Class |
NMVAX |
FUND |
Sale (Full)
|
June 24, 2024 |
$1,001 - $15,000 |
| Comcast Corporation - Class A Common Stock |
CMCSA |
STOCK |
Sale (Full)
|
June 20, 2024 |
$1,001 - $15,000 |
| iShares MSCI EAFE ETF |
EFA |
ETF |
Sale (Partial)
|
June 4, 2024 |
$15,001 - $50,000 |
| SPDR MidCap Trust Series I |
MDY |
ETF |
Sale (Partial)
|
June 4, 2024 |
$1,001 - $15,000 |