| Micron Technology |
MU |
STOCK |
Sale (Partial)
|
Aug. 22, 2025 |
$1,001 - $15,000 |
| Abbvie Inc |
ABBV |
STOCK |
Sale (Partial)
|
Aug. 22, 2025 |
$1,001 - $15,000 |
| Emerging Markets Fund Class Z |
|
FUND |
Sale (Full)
|
Aug. 14, 2025 |
$15,001 - $50,000 |
| Abbvie Inc |
ABBV |
STOCK |
Sale (Partial)
|
Aug. 11, 2025 |
$1,001 - $15,000 |
| Emerging Markets Fund Class Z |
|
FUND |
Sale (Partial)
|
Aug. 7, 2025 |
$15,001 - $50,000 |
| Vanguard FTSE Developed Markets ETF |
VEA |
ETF |
Sale (Partial)
|
Aug. 1, 2025 |
$1,001 - $15,000 |
| Invesco Short Term Treasury ETF |
SCHRT |
ETF |
Sale (Partial)
|
Aug. 1, 2025 |
$15,001 - $50,000 |
| Goldman Sachs Access Investment Grade Corporate Bo |
GSIGX |
FUND |
Sale (Partial)
|
Aug. 1, 2025 |
$1,001 - $15,000 |
| Goldman Sachs ActiveBeta Emerging Markets Equity E |
GSEMX |
FUND |
Sale (Partial)
|
Aug. 1, 2025 |
$1,001 - $15,000 |
| First Trust North American Energy Infrastructure F |
FTE |
ETF |
Sale (Partial)
|
Aug. 1, 2025 |
$1,001 - $15,000 |
| abrdn Physical Platinum Shares ETF |
PPLT |
ETF |
Sale (Partial)
|
Aug. 1, 2025 |
$1,001 - $15,000 |
| abrdn Physical Palladium Shares ETF |
PALL |
ETF |
Sale (Partial)
|
Aug. 1, 2025 |
$1,001 - $15,000 |
| iShares Silver Trust |
SLV |
ETF |
Sale (Partial)
|
Aug. 1, 2025 |
$1,001 - $15,000 |
| Emerging Markets Fund Class Z |
|
FUND |
Sale (Partial)
|
Aug. 1, 2025 |
$1,001 - $15,000 |
| Sprott Uranium Miners ETF |
URNM |
ETF |
Sale (Partial)
|
Aug. 1, 2025 |
$1,001 - $15,000 |
| iShares Core S&P 500 ETF |
IVV |
ETF |
Sale (Partial)
|
Aug. 1, 2025 |
$1,001 - $15,000 |
| iShares MSCI EAFE ETF |
EFA |
ETF |
Sale (Partial)
|
Aug. 1, 2025 |
$1,001 - $15,000 |