| Apple Inc. (AAPL) |
AAPL |
STOCK |
Sale
|
Oct. 16, 2020 |
$1,001 - $15,000 |
| Federated MDT Small Cap growth |
FSMGX |
FUND |
Sale
|
Oct. 16, 2020 |
$1,001 - $15,000 |
| Franklin growth Fund Advantage |
FGFAX |
FUND |
Purchase
|
Oct. 16, 2020 |
$1,001 - $15,000 |
| Franklin International growth Advisor Class |
FIGAX |
FUND |
Purchase
|
Oct. 16, 2020 |
$1,001 - $15,000 |
| Franklin Liberty Investment grade Corporate ETF (FLCO) |
FLCO |
ETF |
Purchase
|
Oct. 16, 2020 |
$1,001 - $15,000 |
| Franklin Liberty U.S. Core bond ETF (FLCb) |
FLCB |
ETF |
Purchase
|
Oct. 16, 2020 |
$1,001 - $15,000 |
| Franklin LibertyQ U.S. Equity ETF (FLQL) |
FLQL |
ETF |
Purchase
|
Oct. 16, 2020 |
$1,001 - $15,000 |
| Franklin Small Cap growth Fund |
FS CGX |
FUND |
Purchase
|
Oct. 16, 2020 |
$1,001 - $15,000 |
| Franklin Small Cap Value Fund |
FSCVX |
FUND |
Purchase
|
Oct. 16, 2020 |
$1,001 - $15,000 |
| goldman Sachs International Equity Insights |
|
FUND |
Purchase
|
Oct. 16, 2020 |
$1,001 - $15,000 |
| iShares U.S. Treasury bond ETF (gOVT) |
GOVT |
ETF |
Purchase
|
Oct. 16, 2020 |
$1,001 - $15,000 |
| JP Morgan Mortgage backed Securities |
|
FIXED INCOME |
Purchase
|
Oct. 16, 2020 |
$1,001 - $15,000 |
| Loomis Sayles Senior Float Rate |
LSFRX |
FUND |
Sale
|
Oct. 16, 2020 |
$1,001 - $15,000 |
| Pimco FDS Income Institutional |
PIMIX |
FUND |
Sale
|
Oct. 16, 2020 |
$15,001 - $50,000 |
| SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) |
SPTM |
ETF |
Sale
|
Oct. 16, 2020 |
$1,001 - $15,000 |
| T Rowe Price blue Chip growth |
TCHPX |
FUND |
Sale
|
Oct. 16, 2020 |
$1,001 - $15,000 |
| Templeton Developing Markets Trust |
TDM |
FUND |
Purchase
|
Oct. 16, 2020 |
$1,001 - $15,000 |
| Vanguard FTSE Developed Markets ETF (VEA) |
VEA |
ETF |
Purchase
|
Oct. 16, 2020 |
$1,001 - $15,000 |
| Vanguard FTSE Emerging Markets ETF (VWO) |
VWO |
ETF |
Purchase
|
Oct. 16, 2020 |
$1,001 - $15,000 |
| Vanguard S&P 500 ETF (VOO) |
VOO |
ETF |
Purchase
|
Oct. 16, 2020 |
$15,001 - $50,000 |
| WCM Focused International S growth [OT] |
|
FUND |
Purchase
|
Oct. 16, 2020 |
$1,001 - $15,000 |