Traded Issuer | Published | Traded | Filed After | Type | Size | |
|---|---|---|---|---|---|---|
Amazon.com IncAMZN:US | 8 Dec 2025 | 13 Nov 2025 | days 25 | buy | 1K–15K | |
WESTWOOD SMALLCAP FUNDWHGSX:US | 8 Dec 2025 | 20 Nov 2025 | days 18 | buy | 1K–15K | |
8 Dec 2025 | 21 Nov 2025 | days 17 | sell | 1K–15K | ||
8 Dec 2025 | 21 Nov 2025 | days 17 | sell | 1K–15K | ||
8 Dec 2025 | 21 Nov 2025 | days 17 | sell | 1K–15K | ||
salesforce.com IncCRM:US | 8 Dec 2025 | 13 Nov 2025 | days 25 | sell | 1K–15K | |
AMERICAN FUNDS NEW WORLD FUNDNEWFX:UD | 8 Dec 2025 | 20 Nov 2025 | days 18 | sell | 1K–15K | |
Eli Lilly and CoLLY:US | 8 Dec 2025 | 21 Nov 2025 | days 17 | sell | 1K–15K | |
iShares Core S&P 500 ETFIVV:US | 8 Dec 2025 | 21 Nov 2025 | days 17 | sell | 1K–15K | |
8 Dec 2025 | 21 Nov 2025 | days 17 | sell | 1K–15K | ||
iShares MSCI EAFE ETFEFA:US | 8 Dec 2025 | 20 Nov 2025 | days 18 | sell | 1K–15K | |
8 Dec 2025 | 6 Nov 2025 | days 32 | sell | 1K–15K | ||
8 Dec 2025 | 20 Nov 2025 | days 18 | sell | 1K–15K | ||
Fiserv IncFISV:US | 8 Dec 2025 | 21 Nov 2025 | days 17 | sell | 1K–15K | |
FIRST TR GLOBAL TACTICAL CMDFTGC:US | 8 Dec 2025 | 21 Nov 2025 | days 17 | sell | 1K–15K |
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