| DISTRICT COLUMBIA WITH R |
|
BOND |
PURCHASE
|
|
$1,000-$10,000 |
| DALLAS TEX GO REF AND |
|
BOND |
PURCHASE
|
|
$1,000-$10,000 |
| COLUMBUS OHIO GO REF REV |
|
BOND |
PURCHASE
|
|
$1,000-$10,000 |
| ORLANDO FLA CAP IMPT SPL |
|
BOND |
PURCHASE
|
|
$25,001-$50,000 |
| DISTRICT COLUMBIA WT S |
|
BOND |
PURCHASE
|
|
$25,001-$50,000 |
| ARIZONA ST ED FUND AMY |
|
FUND |
PURCHASE
|
|
$25,001-$50,000 |
| LEANDER TEX INDT SCH |
|
BOND |
PURCHASE
|
|
$25,001-$50,000 |
| RHODE IS ST 2ND ST LT AN |
|
BOND |
PURCHASE
|
|
$25,001-$50,000 |
| NOVO NORDISK B ADR |
NVO |
STOCK |
PURCHASE
|
|
$25,001-$50,000 |
| NOVO NORDISK S ADR |
NVO |
STOCK |
PURCHASE
|
|
$25,001-$50,000 |
| SAN ANTONIO TEX INDT |
|
BOND |
PURCHASE
|
|
$25,001-$50,000 |
| META PLATFORMS INC |
META |
STOCK |
PURCHASE
|
|
$25,001-$50,000 |
| JPM 100% US TREAS INSTL SWEEP FD #199 |
|
FUND |
PURCHASE
|
|
$25,001-$50,000 |
| MET WASH DC ARTS NP |
|
FUND |
PURCHASE
|
|
$25,001-$50,000 |
| BROWARD CNTY FLA SCH BND |
|
BOND |
PURCHASE
|
|
$25,001-$50,000 |
| WASHINGTON ST NY CAP PURP |
|
BOND |
PURCHASE
|
|
$25,001-$50,000 |
| SEE SCHEDULES ATTACHED |
|
nan |
Sale
|
|
$15,001 - $50,000 |
| DFA EMERGING MARKETS |
DFEM |
FUND |
PURCHASE
|
|
$1,000,001-$15,000,000 |
| VANGUARD LONG TERM TAX |
VLTAX |
FUND |
PURCHASE
|
|
$1,000,001-$15,000,000 |
| MASSACHUSETTS ST GD BOS |
|
BOND |
PURCHASE
|
|
$1,000-$15,000 |
| MASSACHUSETTS ST GD BOS |
|
BOND |
PURCHASE
|
|
$1,000-$15,000 |
| ILLINOIS ST TOLL HWY AT |
|
BOND |
PURCHASE
|
|
$1,000-$15,000 |
| MASSACHUSETTS ST GD BOS |
|
BOND |
PURCHASE
|
|
$1,000-$15,000 |
| WASHINGTON DC TREAS TURP |
|
FIXED INCOME |
PURCHASE
|
|
$1,000-$10,000 |
| META PLATFORMS INC |
META |
STOCK |
PURCHASE
|
|
$1,000-$10,000 |
| BROWD CNTY FLA SCH BRD |
|
BOND |
PURCHASE
|
|
$1,000-$10,000 |
| SET STATE GO DEBT RS AT |
|
BOND |
PURCHASE
|
|
$1,000-$10,000 |
| KRAFT (THRU HENSING CO SHS |
K |
STOCK |
PURCHASE
|
|
$1,000-$15,000 |
| KRAFT (THRU LEUNZE CO SHS |
K |
STOCK |
PURCHASE
|
|
$1,000-$15,000 |
| ALLY FINL INC |
ALLY |
STOCK |
PURCHASE
|
|
$15,001-$25,000 |
| WELLS FARGO & CO |
WFC |
STOCK |
PURCHASE
|
|
$15,001-$25,000 |
| SAPSEFTING INC |
|
nan |
PURCHASE
|
|
$15,001-$25,000 |
| WELLS FARGO & CO |
WFC |
STOCK |
PURCHASE
|
|
$15,001-$25,000 |
| SAN ANTONIO TEX INDPT |
|
BOND |
PURCHASE
|
|
$1,000-$10,000 |
| NOVO NORDISK S A ADR |
NVO |
STOCK |
PURCHASE
|
|
$1,000-$10,000 |
| NOVO NORDISK S A ADR |
NVO |
STOCK |
PURCHASE
|
|
$1,000-$10,000 |
| RHODE IS ST STD ST ID AT |
|
BOND |
PURCHASE
|
|
$1,000-$10,000 |
| LEANDER TEX INDPT SCH |
|
BOND |
PURCHASE
|
|
$1,000-$10,000 |
| VANGUARD LONG TERM BOND TAX |
VLTAX |
FUND |
PURCHASE
|
|
$1,000-$10,000 |
| DFA EMERGING MARKETS |
DFEM |
FUND |
PURCHASE
|
|
$1,000-$10,000 |
| GREATER ST LOUIS PWY AND |
|
BOND |
PURCHASE
|
|
$1,000-$10,000 |
| ORLANDO FLA CAP IMPMT SPL |
|
BOND |
PURCHASE
|
|
$1,000-$10,000 |
| WELLS FARGO & CO |
WFC |
STOCK |
PURCHASE
|
|
$1,000,001-$15,000,000 |
| TAPESTRY INC |
TPR |
STOCK |
PURCHASE
|
|
$1,000,001-$15,000,000 |
| WELLS FARGO & CO |
WFC |
STOCK |
PURCHASE
|
|
$1,000,001-$15,000,000 |
| AULT TRML INC |
AULT |
STOCK |
PURCHASE
|
|
$1,000,001-$15,000,000 |
| KRAFT (THE) HEINZ CO SHS |
KHC |
STOCK |
PURCHASE
|
|
$1,000,001-$15,000,000 |
| KRAFT (THE) HEINZ CO SHS |
KHC |
STOCK |
PURCHASE
|
|
$1,000,001-$15,000,000 |
| MASSACHUSETTS ST GO |
|
BOND |
PURCHASE
|
|
$1,000,001-$15,000,000 |
| META PLATFORMS INC |
META |
STOCK |
PURCHASE
|
|
$25,001-$50,000 |
| ILLINOIS ST TOLL HWY AT |
|
BOND |
PURCHASE
|
|
$1,000,001-$15,000,000 |
| MASSACHUSETTS ST GO BDS |
|
BOND |
PURCHASE
|
|
$15,000,001-50,000,000 |
| MASSACHUSETTS ST GO |
|
BOND |
PURCHASE
|
|
$1,000,001-$15,000,000 |
| CT ST HSG FIN AUTH HMP |
|
nan |
PURCHASE
|
|
$1,000-15,000 |
| FISERV INC VSC PV 1 CT |
FISV |
STOCK |
PURCHASE
|
|
$1,000.01 - $15,000 |
| MAIN ST HSG FIN AUTH MNG |
MAIN |
FUND |
PURCHASE
|
|
$1,000-15,000 |
| SPRINGDALE AS BFL & USE |
|
REAL ESTATE |
PURCHASE
|
|
$1,000-15,000 |
| BOSTON SCIENTIFIC CORP |
BSX |
STOCK |
PURCHASE
|
|
$1,000-15,000 |
| BOSTON SCIENTIFIC CORP |
BSX |
STOCK |
PURCHASE
|
|
$1,000-15,000 |
| ACCENTURE PLC SHS |
ACN |
STOCK |
PURCHASE
|
|
$1,000-15,000 |
| U.S. TREASURY BILL |
BIL |
FIXED INCOME |
PURCHASE
|
|
$1,000.01 - $15,000 |
| U.S. TREASURY BILL |
BIL |
FIXED INCOME |
PURCHASE
|
|
$1,000.01 - $15,000 |
| MASSACHUSETTS ST GO |
|
BOND |
PURCHASE
|
|
$1,000-15,000 |
| COSTCO ENTERPRISE CORP |
COST |
STOCK |
PURCHASE
|
|
$1,000-15,000 |
| AUTODESK INC DEL PV.00.01 |
ADSK |
STOCK |
PURCHASE
|
|
$1,000-15,000 |
| CHIPOTLE MEXICAN GRILL |
CMG |
STOCK |
PURCHASE
|
|
$1,000-15,000 |
| U.S. TREASURY BILL |
BIL |
FIXED INCOME |
PURCHASE
|
|
$1,000.01 - $15,000 |
| U.S. TREASURY BILL |
BIL |
FIXED INCOME |
PURCHASE
|
|
$1,000.01 - $15,000 |
| DALLAS TEX GO REF AND INC |
|
BOND |
PURCHASE
|
|
$25,001-$50,000 |
| COLUMBIA OHIO SWR REV |
|
BOND |
PURCHASE
|
|
$25,001-$50,000 |
| EPAM SYSTEMS INC HS |
EPAM |
STOCK |
PURCHASE
|
|
$1,000-15,000 |
| SC ST HSG FIN DEV AUTH |
|
REAL ESTATE |
PURCHASE
|
|
$1,000-15,000 |
| U.S. TREASURY BILL |
BIL |
FIXED INCOME |
PURCHASE
|
|
$1,000-15,000 |
| U.S. TREASURY BILL |
BIL |
FIXED INCOME |
PURCHASE
|
|
$1,000-15,000 |
| SC 5 ST HNG PVN-DLV AUTH |
|
FIXED INCOME |
PURCHASE
|
|
$1,000.01 - $15,000 |
| EPAM SYSTEMS INC SHS |
EPAM |
STOCK |
PURCHASE
|
|
$1,000.01 - $15,000 |
| CHIPOTLE MEXICAN GRILL |
CMG |
STOCK |
PURCHASE
|
|
$1,000.01 - $15,000 |
| AUTODESK INC CL COM PVRC XL |
ADSK |
STOCK |
PURCHASE
|
|
$1,000.01 - $15,000 |
| BOSTON SCIENTIFIC CORP |
BSX |
STOCK |
PURCHASE
|
|
$1,000.01 - $15,000 |
| U.S. TREASURY BILL |
BIL |
FIXED INCOME |
PURCHASE
|
|
$1,000-$15,000 |
| U.S. TREASURY BILL |
BIL |
FIXED INCOME |
PURCHASE
|
|
$1,000-$15,000 |
| FISERV INC WDG PLC ACT |
FI |
STOCK |
PURCHASE
|
|
$1,000-$15,000 |
| MASS&ACHUSETTS ST GD |
|
BOND |
PURCHASE
|
|
$1,000-$15,000 |
| SEITA PLATFORMS INC |
|
PRIVATE EQUITY |
PURCHASE
|
|
$1,000-$15,000 |
| ACCENTURE PLC SHS |
ACN |
STOCK |
PURCHASE
|
|
$1,000-$15,000 |
| BOSTON SCIENTIFIC CORP |
BSX |
STOCK |
PURCHASE
|
|
$1,000-$15,000 |
| BOSTON SCIENTIFIC CORP |
BSX |
STOCK |
PURCHASE
|
|
$1,000-$15,000 |
| SPRINGFIELD OR ST BK & LSE |
|
REAL ESTATE |
PURCHASE
|
|
$1,000-$15,000 |
| MAINE ST HSG AUTH MTG |
|
BOND |
PURCHASE
|
|
$1,000-$15,000 |
| CT ST HSG FIN AUTH HMP |
|
nan |
PURCHASE
|
|
$1,000-$15,000 |
| ALCOA CORP |
AA |
STOCK |
PURCHASE
|
April 30, 2024 |
$1,000-$15,000 |
| WOODWARD INC |
WWD |
STOCK |
PURCHASE
|
April 30, 2024 |
$25,001-$50,000 |
| JPM 100% US TREAS INSTL SWEEP FD #199 |
|
FUND |
PURCHASE
|
April 30, 2024 |
$1,000-15,000 |
| JPM 100% US TREAS INTL SWEEP FD #199 |
|
FUND |
PURCHASE
|
April 30, 2024 |
$1,000-$15,000 |
| FirstCash Holdings |
FCH |
STOCK |
PURCHASE
|
April 30, 2024 |
$1,000-$15,000 |
| WOODWARD INC |
WWD |
STOCK |
PURCHASE
|
April 30, 2024 |
$1,000-$15,000 |
| FirstCash Holdings |
FCH |
STOCK |
PURCHASE
|
April 30, 2024 |
$1,000.01 - $15,000 |
| AGILISTA ASSET MGMT COMPANY |
|
FUND |
PURCHASE
|
April 30, 2024 |
$1,000-$10,000 |
| UNITEDHEALTH GROUP INC |
UNH |
STOCK |
PURCHASE
|
April 29, 2024 |
$1,000-$15,000 |
| HUMANA INC |
HUM |
STOCK |
PURCHASE
|
April 29, 2024 |
$1,000-$15,000 |
| SAP SE |
SAP |
STOCK |
PURCHASE
|
April 29, 2024 |
$1,000-$15,000 |
| HUMANA INC |
HUM |
STOCK |
PURCHASE
|
April 29, 2024 |
$25,001-$50,000 |
| CAFFEINATED CAPITAL 2023 ALLOCATE ACCESS FUND LP |
|
PRIVATE EQUITY |
PURCHASE
|
April 29, 2024 |
$1,000-$15,000 |
| ALPHABET INC'-CL C |
GOOG |
STOCK |
PURCHASE
|
April 29, 2024 |
$1,000-15,000 |
| GE AEROSPACE |
GE |
STOCK |
PURCHASE
|
April 29, 2024 |
$1,000-15,000 |
| CAFFEINATED CAPITAL 2023 ALLOCATE ACCESS FUND LP |
|
PRIVATE EQUITY |
PURCHASE
|
April 29, 2024 |
$15,000,001-50,000,000 |
| SAP SE |
SAP |
STOCK |
PURCHASE
|
April 29, 2024 |
$25,001-$50,000 |
| JPM 100% US TREAS INSTL SWEEP FD #199 |
|
FUND |
PURCHASE
|
April 29, 2024 |
$25,001-$50,000 |
| UNITEDHEALTH GROUP INC |
UNH |
STOCK |
PURCHASE
|
April 29, 2024 |
$25,001-$50,000 |
| FirstCash Holdings |
FCH |
STOCK |
PURCHASE
|
April 26, 2024 |
$1,000-$15,000 |
| JPM 100% US TREAS INSTL SWEEP FD #199 |
|
FUND |
PURCHASE
|
April 26, 2024 |
$1,000-$15,000 |
| US TREASURY NOTES 4.875% 11/30/25 |
US23506GZE |
NOTE |
PURCHASE
|
April 26, 2024 |
$500,001-1,000,000 |
| US TREASURY NOTES 4.875% 11/30/25 |
US23506GZE |
NOTE |
PURCHASE
|
April 26, 2024 |
$1,000,001-$5,000,000 |
| ALLOCATE PREMIER ACCESS FUND LP |
|
PRIVATE EQUITY |
PURCHASE
|
April 25, 2024 |
$1,000,001-$15,000,000 |
| GE AEROSPACE |
GE |
STOCK |
PURCHASE
|
April 25, 2024 |
$1,000.01 - $15,000 |
| GE AEROSPACE |
GE |
STOCK |
PURCHASE
|
April 25, 2024 |
$1,000.01 - $15,000 |
| JPM 100% US TREAS INSTL SWEEP FD #199 |
|
FUND |
PURCHASE
|
April 25, 2024 |
$1,000-$10,000 |
| JPM 100% US TREAS INSTL SWEEP FD #199 |
|
FUND |
PURCHASE
|
April 24, 2024 |
$1,000.01 - $15,000 |
| CITI INC |
C |
STOCK |
PURCHASE
|
April 24, 2024 |
$1,000-15,000 |
| GE AEROSPACE |
GE |
STOCK |
PURCHASE
|
April 24, 2024 |
$1,000.01 - $15,000 |
| HUMANA INC |
HUM |
STOCK |
PURCHASE
|
April 24, 2024 |
$25,001-$50,000 |
| JPM 100% US TREAS INSTL SWEEP FD #199 |
|
FUND |
PURCHASE
|
April 24, 2024 |
$1,000.01 - $15,000 |
| ITT Inc |
ITT |
STOCK |
PURCHASE
|
April 24, 2024 |
$1,000-$15,000 |
| GE AEROSPACE |
GE |
STOCK |
PURCHASE
|
April 24, 2024 |
$1,000-15,000 |
| JPM 100% US TREAS INTL SWEEP FD #199 |
|
FUND |
PURCHASE
|
April 23, 2024 |
$1,000-$15,000 |
| JPM 100% US TREAS INSTL SWEEP FD #199 |
|
FUND |
PURCHASE
|
April 23, 2024 |
$1,000-$15,000 |
| NETFLIX INC |
NFLX |
STOCK |
PURCHASE
|
April 23, 2024 |
$1,000-15,000 |
| JPM 100% US TREAS INSTL SWEEP FD #199 |
|
FUND |
PURCHASE
|
April 23, 2024 |
$25,001-$50,000 |
| MICROSOFT CORP |
MSFT |
STOCK |
PURCHASE
|
April 23, 2024 |
$1,000-15,000 |
| UNITEDHEALTH GROUP INC |
UNH |
STOCK |
PURCHASE
|
April 23, 2024 |
$25,001-$50,000 |
| GE VERNOVA INC |
GEV |
STOCK |
PURCHASE
|
April 22, 2024 |
$25,001-$50,000 |
| DISCOVER FINANCIAL SERVICES |
DFS |
STOCK |
PURCHASE
|
April 22, 2024 |
$1,000-$15,000 |
| MICROSOFT CORP |
MSFT |
STOCK |
PURCHASE
|
April 22, 2024 |
$1,000-$15,000 |
| MICROSOFT CORP |
MSFT |
STOCK |
PURCHASE
|
April 22, 2024 |
$1,000.01 - $15,000 |
| JPM 100% US TREAS INSTL SWEEP FD #199 |
|
FUND |
PURCHASE
|
April 22, 2024 |
$1,000-15,000 |
| GE VERNOVA INC |
GEV |
STOCK |
PURCHASE
|
April 22, 2024 |
$25,001-$50,000 |
| CAFFEINATED CAPITAL 2023 ALLOCATE ACCESS FUND LP |
|
PRIVATE EQUITY |
PURCHASE
|
April 21, 2024 |
$1,000-$15,000 |
| EV Green Ventures Club Holdings |
|
PRIVATE EQUITY |
PURCHASE
|
April 21, 2024 |
$1,000-$15,000 |
| BFA Wealth Management Club Holdings |
|
FUND |
PURCHASE
|
April 21, 2024 |
$1,000.01 - $15,000 |
| JPM 100% US TREAS INTL SWEEP FD #199 |
|
FUND |
PURCHASE
|
April 21, 2024 |
$1,000-$15,000 |
| JPM 100% US TREAS INSTL SWEEP FD #199 |
|
FUND |
PURCHASE
|
April 21, 2024 |
$1,000-$10,000 |
| LLM FAMILY INVESTMENTS II LP |
|
PRIVATE EQUITY |
PURCHASE
|
April 21, 2024 |
$1,000-$15,000 |
| DISCOVER FINANCIAL SERVICES |
DFS |
STOCK |
PURCHASE
|
April 21, 2024 |
$1,000.01 - $15,000 |
| JPM 100% US TREAS INSTL SWEEP FD #199 |
|
FUND |
PURCHASE
|
April 21, 2024 |
$1,000.01 - $15,000 |
| RAPIDY CAPITAL LLC LP |
|
PRIVATE EQUITY |
PURCHASE
|
April 19, 2024 |
$1,000,001-$15,000,000 |
| JPM 100% US TREAS INSTL SWEEP FD #199 |
|
FUND |
PURCHASE
|
April 19, 2024 |
$1,000-15,000 |
| MAYS-ALLOCATE LP |
|
FUND |
PURCHASE
|
April 19, 2024 |
$1,000-$15,000 |
| ALCOA CORP |
AA |
STOCK |
PURCHASE
|
April 19, 2024 |
$1,000-$15,000 |
| ALCOA CORP |
AA |
STOCK |
PURCHASE
|
April 19, 2024 |
$25,001-$50,000 |
| JPM 100% US TREAS INTL SWEEP FD #199 |
|
FUND |
PURCHASE
|
April 19, 2024 |
$1,000-$15,000 |
| ALCOA CORP |
AA |
STOCK |
PURCHASE
|
April 19, 2024 |
$25,001-$50,000 |
| HUMANA INC |
HUM |
STOCK |
PURCHASE
|
April 19, 2024 |
$1,000.01 - $15,000 |
| HUMANA INC |
HUM |
STOCK |
PURCHASE
|
April 19, 2024 |
$1,000-$15,000 |
| NETFLIX INC |
NFLX |
STOCK |
PURCHASE
|
April 18, 2024 |
$1,000-15,000 |
| BAYER AG |
BAYN |
STOCK |
PURCHASE
|
April 18, 2024 |
$25,001-$50,000 |
| UBIQUITY VENTURES III LP |
|
PRIVATE EQUITY |
PURCHASE
|
April 18, 2024 |
$1,000-$15,000 |
| DAVEY AE |
|
nan |
PURCHASE
|
April 18, 2024 |
$1,000-$15,000 |
| UBIQUITY VENTURES III LP |
|
PRIVATE EQUITY |
PURCHASE
|
April 18, 2024 |
$1,000,001-$15,000,000 |
| JPM 100% US TREAS INTL SWEEP FD #199 |
|
FUND |
PURCHASE
|
April 18, 2024 |
$1,000-$15,000 |
| JPM 100% US TREAS INSTL SWEEP FD #199 |
|
FUND |
PURCHASE
|
April 18, 2024 |
$1,000-15,000 |
| GE AEROSPACE |
GE |
STOCK |
PURCHASE
|
April 18, 2024 |
$1,000.01 - $15,000 |
| GE AEROSPACE |
GE |
STOCK |
PURCHASE
|
April 18, 2024 |
$1,000-15,000 |
| HUMANA INC |
HUM |
STOCK |
PURCHASE
|
April 17, 2024 |
$1,000-$15,000 |
| MICROSOFT CORP |
MSFT |
STOCK |
PURCHASE
|
April 17, 2024 |
$1,000.01 - $15,000 |
| GE VERNOVA INC |
GEV |
STOCK |
PURCHASE
|
April 16, 2024 |
$25,001-$50,000 |
| JPM 100% US TREAS INSTL SWEEP FD #199 |
|
FUND |
PURCHASE
|
April 16, 2024 |
$1,000-15,000 |
| JPM 100% US TREAS INTL SWEEP FD #199 |
|
FUND |
PURCHASE
|
April 16, 2024 |
$1,000-$15,000 |
| FirstCash Holdings |
FCH |
STOCK |
PURCHASE
|
April 16, 2024 |
$1,000-15,000 |
| GE AEROSPACE |
GE |
STOCK |
PURCHASE
|
April 15, 2024 |
$1,000-15,000 |
| PROSUS INC |
PRX |
STOCK |
PURCHASE
|
April 15, 2024 |
$1,000-$15,000 |
| GE AEROSPACE |
GE |
STOCK |
PURCHASE
|
April 15, 2024 |
$1,000-$15,000 |
| JPM 100% US TREAS INSTL SWEEP FD #199 |
|
FUND |
PURCHASE
|
April 15, 2024 |
$1,000-$15,000 |
| JPM 100% US TREAS INSTL SWEEP FD #199 |
|
FUND |
PURCHASE
|
April 15, 2024 |
$1,000.01 - $15,000 |
| JP MORGAN |
JPM |
STOCK |
PURCHASE
|
April 13, 2024 |
$25,001-$50,000 |
| JPM 100% US TREAS INSTL SWEEP FD #199 |
|
FUND |
PURCHASE
|
April 13, 2024 |
$25,001-$50,000 |
| JPM 100% US TREAS INTL SWEEP FD #199 |
|
FUND |
PURCHASE
|
April 13, 2024 |
$1,000-$15,000 |
| GE AEROSPACE |
GE |
STOCK |
PURCHASE
|
April 12, 2024 |
$1,000-15,000 |
| JPM 100% US TREAS INSTL SWEEP FD #199 |
|
FUND |
PURCHASE
|
April 12, 2024 |
$1,000-$10,000 |
| MICROSOFT CORP |
MSFT |
STOCK |
PURCHASE
|
April 12, 2024 |
$1,000-$15,000 |
| RAYTHEON INC CL C |
RTX |
STOCK |
PURCHASE
|
April 12, 2024 |
$1,000.01 - $15,000 |
| GE AEROSPACE |
GE |
STOCK |
PURCHASE
|
April 12, 2024 |
$1,000.01 - $15,000 |
| MICROSOFT CORP |
MSFT |
STOCK |
PURCHASE
|
April 12, 2024 |
$1,000.01 - $15,000 |
| MICROSOFT CORP INC |
MSFT |
STOCK |
PURCHASE
|
April 12, 2024 |
$1,000.01 - $15,000 |
| NETFLIX INC |
NFLX |
STOCK |
PURCHASE
|
April 12, 2024 |
$1,000.01 - $15,000 |
| NETFLIX INC |
NFLX |
STOCK |
PURCHASE
|
April 12, 2024 |
$1,000.01 - $15,000 |
| UNITEDHEALTH GROUP INC |
UNH |
STOCK |
PURCHASE
|
April 11, 2024 |
$1,000.01 - $15,000 |
| UNITEDHEALTH GROUP INC |
UNH |
STOCK |
PURCHASE
|
April 11, 2024 |
$1,000-$15,000 |
| UNITEDHEALTH GROUP INC |
UNH |
STOCK |
PURCHASE
|
April 11, 2024 |
$1,000-$15,000 |
| GE VERNOVA INC |
GEV |
STOCK |
PURCHASE
|
April 11, 2024 |
$1,000-$15,000 |
| GE VERNOVA INC |
GEV |
STOCK |
PURCHASE
|
April 11, 2024 |
$1,000-$15,000 |
| VANGUARD INDEX FUNDS S&P 500 ETF |
VOO |
ETF |
PURCHASE
|
April 10, 2024 |
$1,000-$10,000 |
| MICROSOFT CORP |
MSFT |
STOCK |
PURCHASE
|
April 10, 2024 |
$1,000-$15,000 |
| JPM 100% US TREAS INSTL SWEEP FD #199 |
|
FUND |
PURCHASE
|
April 10, 2024 |
$1,000-15,000 |
| JPM 100% US TREAS INSTL SWEEP FD #199 |
|
FUND |
PURCHASE
|
April 10, 2024 |
$1,000-15,000 |
| HUMANA INC |
HUM |
STOCK |
PURCHASE
|
April 10, 2024 |
$1,000.01 - $15,000 |
| JPM 100% US TREAS INTL SWEEP FD #199 |
|
FUND |
PURCHASE
|
April 10, 2024 |
$1,000-$15,000 |
| UNITEDHEALTH GROUP INC |
UNH |
STOCK |
PURCHASE
|
April 10, 2024 |
$1,000-$15,000 |
| CAFFEINATED CAPITAL 2023 ALLOCATE ACCESS FUND LP |
|
PRIVATE EQUITY |
PURCHASE
|
April 10, 2024 |
$1,000,001-$15,000,000 |
| UNITEDHEALTH GROUP INC |
UNH |
STOCK |
PURCHASE
|
April 10, 2024 |
$25,001-$50,000 |
| POWERSHARES QQQ |
QQQ |
ETF |
PURCHASE
|
April 10, 2024 |
$1,000-$10,000 |
| Vanguard Total Stock Market ETF |
VTI |
ETF |
PURCHASE
|
April 10, 2024 |
$1,000-$10,000 |
| Vanguard Total Stock Market ETF |
VTI |
ETF |
PURCHASE
|
April 10, 2024 |
$1,000-$10,000 |
| ROUNDHOUSE FUND LP |
|
PRIVATE EQUITY |
PURCHASE
|
April 10, 2024 |
$1,000,001-$15,000,000 |
| VANGUARD INDEX FUNDS S&P 500 ETF |
VOO |
ETF |
PURCHASE
|
April 10, 2024 |
$1,000,001-$15,000,000 |
| Vanguard Total Stock Market ETF |
VTI |
ETF |
PURCHASE
|
April 10, 2024 |
$1,000,001-$15,000,000 |
| Vanguard Total Stock Market ETF |
VTI |
ETF |
PURCHASE
|
April 10, 2024 |
$100,001-400,000 |
| Vanguard Total Stock Market ETF |
VTI |
ETF |
PURCHASE
|
April 10, 2024 |
$500,001-1,000,000 |
| Vanguard Total Stock Market ETF |
VTI |
ETF |
PURCHASE
|
April 10, 2024 |
$1,000-$10,000 |
| GE VERNOVA INC |
GEV |
STOCK |
PURCHASE
|
April 9, 2024 |
$1,000-$15,000 |
| Hardtack Leverage International Eq Inst |
|
FUND |
PURCHASE
|
April 9, 2024 |
$1,000-$10,000 |
| DFA EMERGING MARKETS CORE EQUITY |
DFEM |
FUND |
PURCHASE
|
April 9, 2024 |
$1,000-$10,000 |
| JPM 100% US TREAS INSTL SWEEP FD #199 |
|
FUND |
PURCHASE
|
April 9, 2024 |
$1,000-$15,000 |
| DFA EMERGING MARKETS CORE EQUITY |
DFEM |
FUND |
PURCHASE
|
April 9, 2024 |
$1,000-$10,000 |
| SAFRAN SA |
SAF |
STOCK |
PURCHASE
|
April 9, 2024 |
$1,000-15,000 |
| JPM 100% US TREAS INSTL SWEEP FD #199 |
|
FUND |
PURCHASE
|
April 8, 2024 |
$1,000.01 - $15,000 |
| JPM 100% US TREAS INSTL SWEEP FD #199 |
|
FUND |
PURCHASE
|
April 8, 2024 |
$1,000-$15,000 |
| SAFRAN SA |
SAF |
STOCK |
PURCHASE
|
April 8, 2024 |
$1,000.01 - $15,000 |
| HUMANA INC |
HUM |
STOCK |
PURCHASE
|
April 7, 2024 |
$1,000-$15,000 |
| JPM 100% US TREAS INSTL SWEEP FD #199 |
|
FUND |
PURCHASE
|
April 7, 2024 |
$1,000-$15,000 |
| JPM 100% US TREAS INSTL SWEEP FD #199 |
|
FUND |
PURCHASE
|
April 1, 2024 |
$1,000-$15,000 |
| JPM 100% US TREAS INSTL SWEEP FD #199 |
|
FUND |
PURCHASE
|
April 1, 2024 |
$1,000.01 - $15,000 |
| JPM 100% US TREAS INSTL SWEEP FD #199 |
|
FUND |
PURCHASE
|
April 1, 2024 |
$1,000-15,000 |