| Energy Transfer LP Common Units (ET) |
ET |
STOCK |
Purchase
|
Jan. 18, 2024 |
$1,001 - $15,000 |
| Schwab U.S. Large-Cap ETF (SCHX) |
SCHX |
ETF |
Purchase
|
Jan. 17, 2024 |
$1,001 - $15,000 |
| Energy Transfer LP Common Units (ET) |
ET |
STOCK |
Purchase
|
Jan. 17, 2024 |
$1,001 - $15,000 |
| Cross Timbers Royalty Trust (CRT) |
CRT |
STOCK |
Sale
|
Jan. 17, 2024 |
$15,001 - $50,000 |
| Energy Transfer LP Common Units (ET) |
ET |
STOCK |
Purchase
|
Jan. 16, 2024 |
$15,001 - $50,000 |
| Altria Group, Inc. (MO) |
MO |
STOCK |
Sale
|
Jan. 16, 2024 |
$1,001 - $15,000 |
| Duke Energy Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.75% Series A Cumulative Redeemable Perpetual Preferred Stock (DUK$A) |
DUK$A |
STOCK |
Purchase
|
Jan. 16, 2024 |
$1,001 - $15,000 |
| Hercules Capital, Inc. (HTGC) |
HTGC |
STOCK |
Purchase
|
Jan. 16, 2024 |
$15,001 - $50,000 |
| Altria Group, Inc. (MO) |
MO |
STOCK |
Purchase
|
Jan. 11, 2024 |
$1,001 - $15,000 |
| Altria Group, Inc. (MO) |
MO |
STOCK |
Sale
|
Jan. 10, 2024 |
$15,001 - $50,000 |
| Schwab U.S. Large-Cap ETF (SCHX) |
SCHX |
ETF |
Purchase
|
Jan. 8, 2024 |
$1,001 - $15,000 |