| iShares Russell 2000 ETF |
IWM |
ETF |
Sale (Partial)
|
Oct. 9, 2024 |
$1,001 - $15,000 |
| iShares Core S&P 500 ETF |
IVV |
ETF |
Sale (Partial)
|
Oct. 6, 2024 |
$1,001 - $15,000 |
| Fiserv Inc |
FI |
STOCK |
Sale (Partial)
|
Sept. 26, 2024 |
$1,001 - $15,000 |
| Vanguard FTSE Developed Markets ETF |
VEA |
ETF |
Sale (Partial)
|
Sept. 9, 2024 |
$1,001 - $15,000 |
| S&P Midcap 400 SPDR |
IJH |
ETF |
Sale (Partial)
|
Sept. 9, 2024 |
$1,001 - $15,000 |
| iShares MSCI EAFE ETF |
EFA |
ETF |
Sale (Partial)
|
Sept. 9, 2024 |
$1,001 - $15,000 |
| First Trust North American Energy Infrastructure F |
FUTF |
FUND |
Sale (Partial)
|
Sept. 6, 2024 |
$1,001 - $15,000 |
| Westwood Quality Smallcap Fund - Ultra Shares |
WQSUX |
FUND |
Sale (Partial)
|
Sept. 6, 2024 |
$1,001 - $15,000 |
| Tortoise North American Pipeline ETF |
TNP |
ETF |
Sale (Partial)
|
Sept. 6, 2024 |
$15,001 - $50,000 |
| Vanguard Global ex-U.S. Real Estate ETF |
VNQI |
ETF |
Sale (Partial)
|
Sept. 6, 2024 |
$1,001 - $15,000 |