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Kenneth Conaway History

ReporterSymbolTrade DateTransaction Info
FDN
| SUBHOLDING OF: WF 10 (Wells Fargo Financial) etf 32500
2020/12/10
BUY$15,001 - $50,000
Filing Date: 2021/03/25
VIG
| SUBHOLDING OF: WF 10 (Wells Fargo Financial) etf 75000
2020/12/10
BUY$50,001 - $100,000
Filing Date: 2021/03/25
ANEFX
| SUBHOLDING OF: JT E57 (Edward Jones). DESCRIPTION: American New Econom...
2020/12/21
BUY$50,001 - $100,000
Filing Date: 2021/01/22
SMCWX
| SUBHOLDING OF: JT E57 (Edward Jones). DESCRIPTION: American Small Cap ...
2020/12/21
BUY$15,001 - $50,000
Filing Date: 2021/01/22
AICCX
| SUBHOLDING OF: JT E57 (Edward Jones). DESCRIPTION: Investment Company ...
2020/12/18
BUY$50,001 - $100,000
Filing Date: 2021/01/22
AWSHX
| SUBHOLDING OF: JT E57 (Edward Jones). DESCRIPTION: Washington Mutual I...
2020/12/18
BUY$50,001 - $100,000
Filing Date: 2021/01/22
ABALX
| SUBHOLDING OF: JT E57 (Edward Jones). DESCRIPTION: American Balanced F...
2020/12/17
BUY$50,001 - $100,000
Filing Date: 2021/01/22
AMCPX
| SUBHOLDING OF: JT E57 (Edward Jones). DESCRIPTION: AMCAP Fund mutual-f...
2020/12/17
BUY$50,001 - $100,000
Filing Date: 2021/01/22
AMRMX
| SUBHOLDING OF: JT E57 (Edward Jones). DESCRIPTION: American Mutual Fun...
2020/12/17
BUY$50,001 - $100,000
Filing Date: 2021/01/22
CWGIX
| SUBHOLDING OF: JT E57 (Edward Jones). DESCRIPTION: Capital World Growt...
2020/12/17
BUY$50,001 - $100,000
Filing Date: 2021/01/22
DGRO
| SUBHOLDING OF: JT E57 (Edward Jones) etf 75000
2020/12/17
BUY$50,001 - $100,000
Filing Date: 2021/01/22
ANCFX
| SUBHOLDING OF: JT E57 (Edward Jones). DESCRIPTION: Fundamental Investo...
2020/12/16
BUY$50,001 - $100,000
Filing Date: 2021/01/22
GSLC
| SUBHOLDING OF: WF 10 (Wells Fargo Financial) etf 32500
2020/12/10
BUY$15,001 - $50,000
Filing Date: 2021/01/22
VIG
| SUBHOLDING OF: WF 10 (Wells Fargo Financial) etf 75000
2020/12/10
BUY$50,001 - $100,000
Filing Date: 2021/01/22
DGRO
| Stock
2020/12/17
BUY$50,001 - $100,000
Filing Date: 2020/12/21
DGRO
| Stocks, ISHARES CORE DIVIDEND GROWTH ETF, DGRO
2020/12/17
BUY$50,001 - $100,000
Filing Date: 2020/12/21
DGRO
| Stocks, ISHARES CORE DIVIDEND GROWTH ETF
2020/12/17
BUY$50,001 - $100,000
Filing Date: 2020/12/21
DGRO
| SUBHOLDING OF: JT E57 (Edward Jones) etf 32500
2020/11/30
BUY$15,001 - $50,000
Filing Date: 2020/12/15
DRI
| SUBHOLDING OF: JT E57 (Edward Jones) stock 32500
2020/11/30
BUY$15,001 - $50,000
Filing Date: 2020/12/15
FNHOJX
| SUBHOLDING OF: SP E62 (Edward Jones). DESCRIPTION: UIT First Trust Div...
2020/11/10
SELL$1,000 - $15,000
Filing Date: 2020/12/15
FDN
| Stock
2020/12/10
BUY$15,001 - $50,000
Filing Date: 2020/12/14
FDN
| Stocks, FIRST TRUST DJ INTERNET INDEX FUND, FDN
2020/12/10
BUY$15,001 - $50,000
Filing Date: 2020/12/14
FDN
| Stocks, FIRST TRUST DJ INTERNET INDEX FUND
2020/12/10
BUY$15,001 - $50,000
Filing Date: 2020/12/14
GSLC
| Stock
2020/12/10
BUY$15,001 - $50,000
Filing Date: 2020/12/14
GSLC
| Stocks, GOLDMAN SACHS ACTIVEBETA U.S., GSLC
2020/12/10
BUY$15,001 - $50,000
Filing Date: 2020/12/14
GSLC
| Stocks, GOLDMAN SACHS ACTIVEBETA U.S.
2020/12/10
BUY$15,001 - $50,000
Filing Date: 2020/12/14
VIG
| Stocks, VANGUARD DIV APPRECIATION ETF , VIG
2020/12/10
BUY$50,001 - $100,000
Filing Date: 2020/12/14
VIG
| Stock
2020/12/10
BUY$50,001 - $100,000
Filing Date: 2020/12/14
VIG
| Stocks, VANGUARD DIV APPRECIATION ETF, VIG
2020/12/10
BUY$50,001 - $100,000
Filing Date: 2020/12/14
VIG
| Stocks, VANGUARD DIV APPRECIATION ETF
2020/12/10
BUY$50,001 - $100,000
Filing Date: 2020/12/14
VIG
| Stocks, VANGUARD DIV APPRECIATION ETF
2020/12/10
BUY$50,001 - $100,000
Filing Date: 2020/12/14
VIG
| Stock
2020/12/10
BUY$50,001 - $100,000
Filing Date: 2020/12/14
FDN
| Stocks, FIRST TRUST DJ INTERNET INDEX FUND, FDN
2020/12/10
BUY$15,001 - $50,000
Filing Date: 2020/12/12
FDN
| Stocks, FIRST TRUST DJ INTERNET INDEX FUND
2020/12/10
BUY$15,001 - $50,000
Filing Date: 2020/12/12
FDN
| Stock
2020/12/10
BUY$15,001 - $50,000
Filing Date: 2020/12/12
GSLC
| Stock
2020/12/10
BUY$15,001 - $50,000
Filing Date: 2020/12/12
GSLC
| Stocks, GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF, GSLC
2020/12/10
BUY$15,001 - $50,000
Filing Date: 2020/12/12
GSLC
| Stocks, GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF
2020/12/10
BUY$15,001 - $50,000
Filing Date: 2020/12/12
VIG
| Stocks, VANGUARD DIV APPRECIATION ETF
2020/12/10
BUY$50,001 - $100,000
Filing Date: 2020/12/12
VIG
| Stock
2020/12/10
BUY$50,001 - $100,000
Filing Date: 2020/12/12
VIG
| Stocks, VANGUARD DIV APPRECIATION ETF, VIG
2020/12/10
BUY$50,001 - $100,000
Filing Date: 2020/12/12
AAPL
| SUBHOLDING OF: WF 25 (Wells Fargo Financial) stock 32500
2020/10/16
BUY$15,001 - $50,000
Filing Date: 2020/12/04
AAPL
| SUBHOLDING OF: WF 10 (Wells Fargo Financial) stock 32500
2020/10/16
BUY$15,001 - $50,000
Filing Date: 2020/12/04
BX
| SUBHOLDING OF: WF 25 (Wells Fargo Financial) stock 32500
2020/10/16
SELL$15,001 - $50,000
Filing Date: 2020/12/04
CVX
| SUBHOLDING OF: WF 25 (Wells Fargo Financial). DESCRIPTION: CVX result ...
2020/10/16
SELL$15,001 - $50,000
Filing Date: 2020/12/04
JNJ
| SUBHOLDING OF: WF 10 (Wells Fargo Financial) stock 75000
2020/10/16
BUY$50,001 - $100,000
Filing Date: 2020/12/04
SKYY
| SUBHOLDING OF: WF 10 (Wells Fargo Financial) etf 32500
2020/10/16
BUY$15,001 - $50,000
Filing Date: 2020/12/04
VDC
| SUBHOLDING OF: WF 25 (Wells Fargo Financial) etf 32500
2020/10/16
SELL$15,001 - $50,000
Filing Date: 2020/12/04
CVX
| SUBHOLDING OF: WF 25 (Wells Fargo Financial). DESCRIETION: Merger with...
2020/10/06
BUY$15,001 - $50,000
Filing Date: 2020/12/04
CVX
| SUBHOLDING OF: WF 25 (Wells Fargo Financial). DESCRIPTION: Merger with...
2020/10/06
BUY$1,000 - $15,000
Filing Date: 2020/12/04
NBL
| SUBHOLDING OF: WF 25 (Wells Fargo Financial). DESCRIPTION: Merger with...
2020/10/06
EXCHANGE$1,000 - $15,000
Filing Date: 2020/12/04
NBL
| SUBHOLDING OF: Wells Fargo > WF48. DESCRIPTION: Merger with CVX stock ...
2020/10/06
EXCHANGE$15,001 - $50,000
Filing Date: 2020/12/04
AAL
| Stock
2020/11/30
BUY$15,001 - $50,000
Filing Date: 2020/12/03
DGRO
| Stock
2020/11/30
BUY$15,001 - $50,000
Filing Date: 2020/12/03
DRI
| Stock
2020/11/30
BUY$15,001 - $50,000
Filing Date: 2020/12/03
LUV
| Stock
2020/11/30
BUY$15,001 - $50,000
Filing Date: 2020/12/03
AAPL
| Stock
2020/10/16
BUY$15,001 - $50,000
Filing Date: 2020/10/20
AAPL
| Stock
2020/10/16
BUY$15,001 - $50,000
Filing Date: 2020/10/20
BX
| Stock
2020/10/16
SELL$15,001 - $50,000
Filing Date: 2020/10/20
CVX
| Stock
2020/10/16
SELL$15,001 - $50,000
Filing Date: 2020/10/20
JNJ
| Stock
2020/10/16
BUY$15,001 - $50,000
Filing Date: 2020/10/20
JNJ
| Stock
2020/10/16
BUY$50,001 - $100,000
Filing Date: 2020/10/20
VDC
| Stock
2020/10/16
SELL$15,001 - $50,000
Filing Date: 2020/10/20
ABT
| SUBHOLDING OF: WF 10 (Wells Fargo Financial) stock 75000
2020/09/28
BUY$50,001 - $100,000
Filing Date: 2020/10/05
ABT
| SUBHOLDING OF: WF 25 (Wells Fargo Financial) stock 32500
2020/09/28
BUY$15,001 - $50,000
Filing Date: 2020/10/05
JPM
| SUBHOLDING OF: WF 25 (Wells Fargo Financial) JPMORGAN CHASE & CO FIX/...
2020/09/28
BUY$15,001 - $50,000
Filing Date: 2020/10/05
BNS
| SUBHOLDING OF: WF 25 (Wells Fargo Financial) DESCRIÆTION: BANK NOVA SC...
2020/09/24
SELL$15,001 - $50,000
Filing Date: 2020/10/05
CIBR
| SUBHOLDING OF: WF 25 (Wells Fargo Financial) etf 32500
2020/09/21
BUY$15,001 - $50,000
Filing Date: 2020/10/05
FITB
| SUBHOLDING OF: WF 10 (Wells Fargo Financial) DESCRIPTION: FIFTH THIRD...
2020/09/21
BUY$15,001 - $50,000
Filing Date: 2020/10/05
USMC
| SUBHOLDING OF: WF 25 (Wells Fargo Financial) etf 8000
2020/09/21
BUY$1,000 - $15,000
Filing Date: 2020/10/05
VDC
| SUBHOLDING OF: WF 53 (Wells Fargo Financial) etf 32500
2020/09/21
SELL$15,001 - $50,000
Filing Date: 2020/10/05
VDC
| SUBHOLDING OF: WF 10 (Wells Fargo Financial) etf 75000
2020/09/21
SELL$50,001 - $100,000
Filing Date: 2020/10/05
VDC
| SUBHOLDING OF: WF 25 (Wells Fargo Financial) etf 32500
2020/09/21
SELL$15,001 - $50,000
Filing Date: 2020/10/05
JPM
| SUBHOLDING OF: WF 69 (Wells Fargo Financial) stock 32500
2020/09/09
SELL$15,001 - $50,000
Filing Date: 2020/10/05
GOOGL
| SUBHOLDING OF: WF 69 (Wells Fargo Financial) stock 32500
2020/09/08
BUY$15,001 - $50,000
Filing Date: 2020/10/05
INTU
| SUBHOLDING OF: WF 69 (Wells Fargo Financial) stock 32500
2020/09/08
SELL$15,001 - $50,000
Filing Date: 2020/10/05
JPM
| SUBHOLDING OF: WF 10 (Wells Fargo Financial) stock 32500
2020/09/08
SELL$15,001 - $50,000
Filing Date: 2020/10/05
SPY
| SUBHOLDING OF: WF 10 (Wells Fargo Financial) etf 32500
2020/09/08
SELL$15,001 - $50,000
Filing Date: 2020/10/05
VIG
| SUBHOLDING OF: WF 10 (Wells Fargo Financial) etf 75000
2020/09/08
SELL$50,001 - $100,000
Filing Date: 2020/10/05
ABT
| Stock
2020/09/28
BUY$15,001 - $50,000
Filing Date: 2020/10/02
ABT
| Stock
2020/09/28
BUY$50,001 - $100,000
Filing Date: 2020/10/02
CIBR
| Stock
2020/09/21
BUY$15,001 - $50,000
Filing Date: 2020/09/25
VDC
| Stock
2020/09/21
SELL$50,001 - $100,000
Filing Date: 2020/09/24
VDC
| Stock
2020/09/21
SELL$15,001 - $50,000
Filing Date: 2020/09/24
VDC
| Stock
2020/09/21
SELL$15,001 - $50,000
Filing Date: 2020/09/24
JPM
| Stock
2020/09/09
SELL$15,001 - $50,000
Filing Date: 2020/09/11
AAPL
| Stock
2020/09/08
SELL$15,001 - $50,000
Filing Date: 2020/09/11
AAPL
| Stock
2020/09/08
SELL$15,001 - $50,000
Filing Date: 2020/09/11
GOOGL
| Stock
2020/09/08
BUY$15,001 - $50,000
Filing Date: 2020/09/11
INTU
| Stock
2020/09/08
SELL$15,001 - $50,000
Filing Date: 2020/09/11
JPM
| Stock
2020/09/08
SELL$15,001 - $50,000
Filing Date: 2020/09/11
SPY
| Stock
2020/09/08
SELL$15,001 - $50,000
Filing Date: 2020/09/11
USMC
| Stock
2020/09/08
SELL$15,001 - $50,000
Filing Date: 2020/09/11
VIG
| Stock
2020/09/08
SELL$50,001 - $100,000
Filing Date: 2020/09/11
FYWRUX
| SUBHOLDING OF: SP E62 (Edward Jones). DESCRIETION: Fr Divers Income & ...
2020/08/11
SELL$100,001 - $250,000
Filing Date: 2020/09/08
DGRO
| SUBHOLDING OF: SP E62 (Edward Jones) etf 75000
2020/08/10
BUY$50,001 - $100,000
Filing Date: 2020/09/08
DUK
| SUBHOLDING OF: SP E62 (Edward Jones) stock 32500
2020/08/10
BUY$15,001 - $50,000
Filing Date: 2020/09/08
SDY
| SUBHOLDING OF: WF 10 (Wells Fargo Financial) etf 32500
2020/08/10
BUY$15,001 - $50,000
Filing Date: 2020/09/08
SDY
| SUBHOLDING OF: WF 69 (Wells Fargo Financial) etf 32500
2020/08/10
BUY$15,001 - $50,000
Filing Date: 2020/09/08
USB
| SUBHOLDING OF: WF 10 (Wells Fargo Financial) stock 75000
2020/08/10
SELL$50,001 - $100,000
Filing Date: 2020/09/08
V
| SUBHOLDING OF: WF 69 (Wells Fargo Financial) stock 32500
2020/08/10
SELL$15,001 - $50,000
Filing Date: 2020/09/08
XLV
| SUBHOLDING OF: WF 10 (Wells Fargo Financial) etf 75000
2020/08/10
BUY$50,001 - $100,000
Filing Date: 2020/09/08
AFTEX
| SUBHOLDING OF: SP E62 (Edward Jones). DESCRIPTION: AMERICAN FUNDS THE ...
2020/07/20
BUY$1,000 - $15,000
Filing Date: 2020/09/04
AMZN
| SUBHOLDING OF: WF 69 (Wells Fargo Financial) stock 75000
2020/07/01
BUY$50,001 - $100,000
Filing Date: 2020/09/04
C
| SUBHOLDING OF: WF 95 (Wells Fargo Financial). DESCRIPTION: "CITIGROUP ...
2020/07/01
BUY$100,001 - $250,000
Filing Date: 2020/09/04
HD
| SUBHOLDING OF: WF 69 (Wells Fargo Financial) stock 75000
2020/07/01
SELL$50,001 - $100,000
Filing Date: 2020/09/04
PFE
| SUBHOLDING OF: WF 69 (Wells Fargo Financial) stock 32500
2020/07/01
BUY$15,001 - $50,000
Filing Date: 2020/09/04
RTX
| SUBHOLDING OF: WF 69 (Wells Fargo Financial) stock 32500
2020/07/01
SELL$15,001 - $50,000
Filing Date: 2020/09/04
DGRO
| Stock
2020/08/10
BUY$50,001 - $100,000
Filing Date: 2020/08/14
AEP
| Stock
2020/08/10
BUY$15,001 - $50,000
Filing Date: 2020/08/13
AXP
| Stock
2020/08/10
SELL$15,001 - $50,000
Filing Date: 2020/08/13
CWB
| Stock
2020/08/10
BUY$50,001 - $100,000
Filing Date: 2020/08/13
DUK
| Stock
2020/08/10
BUY$15,001 - $50,000
Filing Date: 2020/08/13
JNJ
| Stock
2020/08/10
BUY$15,001 - $50,000
Filing Date: 2020/08/13
PNC
| Stock
2020/08/10
SELL$15,001 - $50,000
Filing Date: 2020/08/13
PNC
| Stock
2020/08/10
SELL$50,001 - $100,000
Filing Date: 2020/08/13
SDY
| Stock
2020/08/10
BUY$15,001 - $50,000
Filing Date: 2020/08/13
SDY
| Stock
2020/08/10
BUY$15,001 - $50,000
Filing Date: 2020/08/13
USB
| Stock
2020/08/10
SELL$50,001 - $100,000
Filing Date: 2020/08/13
V
| Stock
2020/08/10
SELL$15,001 - $50,000
Filing Date: 2020/08/13
XLV
| Stock
2020/08/10
BUY$50,001 - $100,000
Filing Date: 2020/08/13
JFMXX
| SUBHOLDING OF: SP E48 (Edward Jones). Description: JPMORGAN FEDERAL M...
2020/06/23
BUY$1,000 - $15,000
Filing Date: 2020/07/10
INFR
| SUBHOLDING OF: SP E48 (Edward Jones) etf 32500
2020/06/10
SELL$15,001 - $50,000
Filing Date: 2020/07/10
JFMXX
| SUBHOLDING OF: SP E48 (Edward Jones). Description: JPMORGAN FEDERAL M...
2020/06/10
BUY$15,001 - $50,000
Filing Date: 2020/07/10
EFV
| SUBHOLDING OF: SP E48 (Edward Jones) etf 32500
2020/06/09
BUY$15,001 - $50,000
Filing Date: 2020/07/10
ISD
| SUBHOLDING OF: SP E48 (Edward Jones) other-investment-fund 32500
2020/06/09
BUY$15,001 - $50,000
Filing Date: 2020/07/10
IWM
| SUBHOLDING OF: SP E48 (Edward Jones) etf 8000
2020/06/09
SELL$1,000 - $15,000
Filing Date: 2020/07/10
JFMXX
| SUBHOLDING OF: SP E48 (Edward Jones). Description: JPMORGAN FEDERAL M...
2020/06/09
SELL$15,001 - $50,000
Filing Date: 2020/07/10
VV
| SUBHOLDING OF: SP E48 (Edward Jones) etf 8000
2020/06/09
BUY$1,000 - $15,000
Filing Date: 2020/07/10
PNC
| SUBHOLDING OF: WF 10 (Wells Fargo Financial) stock 32500
2020/06/02
BUY$15,001 - $50,000
Filing Date: 2020/07/10
PNC
| SUBHOLDING OF: WF 10 (Wells Fargo Financial) stock 32500
2020/06/01
BUY$15,001 - $50,000
Filing Date: 2020/07/10
PNC
| SUBHOLDING OF: WF 69 (Wells Fargo Financial) stock 32500
2020/06/01
BUY$15,001 - $50,000
Filing Date: 2020/07/10
TJX
| SUBHOLDING OF: WF 69 (Wells Fargo Financial) stock 8000
2020/06/01
SELL$1,000 - $15,000
Filing Date: 2020/07/10
USB
| SUBHOLDING OF: WF 10 (Wells Fargo Financial) stock 75000
2020/06/01
BUY$50,001 - $100,000
Filing Date: 2020/07/10
VDC
| SUBHOLDING OF: WF 10 (Wells Fargo Financial) etf 32500
2020/06/01
SELL$15,001 - $50,000
Filing Date: 2020/07/10
AAPL
| Stock
2020/07/01
BUY$15,001 - $50,000
Filing Date: 2020/07/03
AMZN
| Stock
2020/07/01
BUY$50,001 - $100,000
Filing Date: 2020/07/03
HD
| Stock
2020/07/01
SELL$50,001 - $100,000
Filing Date: 2020/07/03
PFE
| Stock
2020/07/01
BUY$15,001 - $50,000
Filing Date: 2020/07/03
RTX
| Stock
2020/07/01
SELL$15,001 - $50,000
Filing Date: 2020/07/03
INFR
| Stock
2020/06/10
SELL$15,001 - $50,000
Filing Date: 2020/06/12
EFG
| Stock
2020/06/09
SELL$1,001 - $15,000
Filing Date: 2020/06/12
EFV
| Stock
2020/06/09
BUY$15,001 - $50,000
Filing Date: 2020/06/12
ISD
| Stock
2020/06/09
BUY$15,001 - $50,000
Filing Date: 2020/06/12
IWM
| Stock
2020/06/09
SELL$1,001 - $15,000
Filing Date: 2020/06/12
VV
| Stock
2020/06/09
BUY$1,001 - $15,000
Filing Date: 2020/06/12
BX
| SUBHOLDING OF: WF 25 (Wells Fargo Financial) stock 32500
2020/05/26
BUY$15,001 - $50,000
Filing Date: 2020/06/09
BX
| SUBHOLDING OF: WF 10 (Wells Fargo Financial) stock 75000
2020/05/26
BUY$50,001 - $100,000
Filing Date: 2020/06/09
GSLC
| SUBHOLDING OF: WF 25 (Wells Fargo Financial) etf 32500
2020/05/26
SELL$15,001 - $50,000
Filing Date: 2020/06/09
GSLC
| SUBHOLDING OF: WF 53 (Wells Fargo Financial) etf 32500
2020/05/26
SELL$15,001 - $50,000
Filing Date: 2020/06/09
SKYY
| SUBHOLDING OF: WF 25 (Wells Fargo Financial) etf 32500
2020/05/26
BUY$15,001 - $50,000
Filing Date: 2020/06/09
USMC
| SUBHOLDING OF: WF 53 (Wells Fargo Financial) etf 8000
2020/05/26
BUY$1,000 - $15,000
Filing Date: 2020/06/09
USMC
| SUBHOLDING OF: WF 25 (Wells Fargo Financial) etf 8000
2020/05/26
BUY$1,000 - $15,000
Filing Date: 2020/06/09
USMC
| SUBHOLDING OF: WF 53 (Wells Fargo Financial) etf 32500
2020/05/26
BUY$15,001 - $50,000
Filing Date: 2020/06/09
AAPL
| SUBHOLDING OF: WF 10 (Wells Fargo Financial) stock 32500
2020/05/19
BUY$15,001 - $50,000
Filing Date: 2020/06/09
AMZN
| SUBHOLDING OF: WF 10 (Wells Fargo Financial) stock 75000
2020/05/19
BUY$50,001 - $100,000
Filing Date: 2020/06/09
BDX
| SUBHOLDING OF: WF 69 (Wells Fargo Financial) stock 32500
2020/05/19
SELL$15,001 - $50,000
Filing Date: 2020/06/09
CARR
| SUBHOLDING OF: WF 69 (Wells Fargo Financial) stock 8000
2020/05/19
SELL$1,000 - $15,000
Filing Date: 2020/06/09
HD
| SUBHOLDING OF: WF 69 (Wells Fargo Financial) stock 32500
2020/05/19
BUY$15,001 - $50,000
Filing Date: 2020/06/09
ITOT
| SUBHOLDING OF: WF 31 (Wells Fargo Financial) stock 32500
2020/05/19
BUY$15,001 - $50,000
Filing Date: 2020/06/09
JPM
| SUBHOLDING OF: WF 69 (Wells Fargo Financial) stock 8000
2020/05/19
BUY$1,000 - $15,000
Filing Date: 2020/06/09
PNC
| SUBHOLDING OF: WF 10 (Wells Fargo Financial). DESCRIPTION: PNC FINANC...
2020/05/19
BUY$50,001 - $100,000
Filing Date: 2020/06/09
SKYY
| SUBHOLDING OF: WF 31 (Wells Fargo Financial) etf 32500
2020/05/19
BUY$15,001 - $50,000
Filing Date: 2020/06/09
SKYY
| SUBHOLDING OF: WF 10 (Wells Fargo Financial) etf 32500
2020/05/19
BUY$15,001 - $50,000
Filing Date: 2020/06/09
SKYY
| SUBHOLDING OF: WF 69 (Wells Fargo Financial) etf 32500
2020/05/19
BUY$15,001 - $50,000
Filing Date: 2020/06/09
FRLALX
| SUBHOLDING OF: SP E62 (Edward Jones). DESCRIPTION: UIT FIRST TRUST DI...
2020/05/12
SELL$50,001 - $100,000
Filing Date: 2020/06/09
DRI
| SUBHOLDING OF: SP E62 (Edward Jones) stock 32500
2020/05/11
BUY$15,001 - $50,000
Filing Date: 2020/06/09
PNC
| Stock
2020/06/02
BUY$15,001 - $50,000
Filing Date: 2020/06/04
PNC
| Stock
2020/06/01
BUY$15,001 - $50,000
Filing Date: 2020/06/04
PNC
| Stock
2020/06/01
BUY$15,001 - $50,000
Filing Date: 2020/06/04
TJX
| Stock
2020/06/01
SELL$1,001 - $15,000
Filing Date: 2020/06/04
USB
| Stock
2020/06/01
BUY$50,001 - $100,000
Filing Date: 2020/06/04
VDC
| Stock
2020/06/01
SELL$15,001 - $50,000
Filing Date: 2020/06/04
BX
| Stock
2020/05/26
BUY$15,001 - $50,000
Filing Date: 2020/05/29
BX
| Stock
2020/05/26
BUY$50,001 - $100,000
Filing Date: 2020/05/29
GSLC
| Stock
2020/05/26
SELL$15,001 - $50,000
Filing Date: 2020/05/29
GSLC
| Stock
2020/05/26
SELL$15,001 - $50,000
Filing Date: 2020/05/29
SKYY
| Stock
2020/05/26
BUY$15,001 - $50,000
Filing Date: 2020/05/29
USMC
| Stock
2020/05/26
BUY$1,001 - $15,000
Filing Date: 2020/05/29
USMC
| Stock
2020/05/26
BUY$15,001 - $50,000
Filing Date: 2020/05/29
AAPL
| Stock
2020/05/19
BUY$15,001 - $50,000
Filing Date: 2020/05/22
AMZN
| Stock
2020/05/19
BUY$50,001 - $100,000
Filing Date: 2020/05/22
BDX
| Stock
2020/05/19
SELL$15,001 - $50,000
Filing Date: 2020/05/22
CARR
| Stock
2020/05/19
SELL$1,001 - $15,000
Filing Date: 2020/05/22
HD
| Stock
2020/05/19
BUY$15,001 - $50,000
Filing Date: 2020/05/22
ITOT
| Stock
2020/05/19
BUY$15,001 - $50,000
Filing Date: 2020/05/22
JPM
| Stock
2020/05/19
BUY$1,001 - $15,000
Filing Date: 2020/05/22
OTIS
| Stock
2020/05/19
SELL$1,001 - $15,000
Filing Date: 2020/05/22
SKYY
| Stock
2020/05/19
BUY$15,001 - $50,000
Filing Date: 2020/05/22
SKYY
| Stock
2020/05/19
BUY$15,001 - $50,000
Filing Date: 2020/05/22
VIG
| Stock
2020/05/19
BUY$15,001 - $50,000
Filing Date: 2020/05/22
VIG
| Stock
2020/05/19
BUY$15,001 - $50,000
Filing Date: 2020/05/22
VZ
| Stock
2020/05/19
BUY$15,001 - $50,000
Filing Date: 2020/05/22
DRI
| Stock
2020/05/11
BUY$15,001 - $50,000
Filing Date: 2020/05/14
JNJ
| Stock
2020/05/11
BUY$15,001 - $50,000
Filing Date: 2020/05/14
None
| SUBHOLDING OF: WF 10 (Wells Fargo Financial). DESCRIPTION: BOFA FIN L...
2020/04/24
SELL$50,001 - $100,000
Filing Date: 2020/05/04
None
| SUBHOLDING OF: WF 25 (Wells Fargo Financial). DESCRIPTION: BOFA FIN L...
2020/04/24
SELL$15,001 - $50,000
Filing Date: 2020/05/04
ICETRX
| SUBHOLDING OF: SP E62 (Edward Jones). UIT INVESCO UNIT TRS CENT EQUIT...
2020/04/23
SELL$100,001 - $250,000
Filing Date: 2020/05/04
AFTEX
| SUBHOLDING OF: SP E62 (Edward Jones). DESCRIPTION: American Tax-exemp...
2020/04/22
BUY$1,000 - $15,000
Filing Date: 2020/05/04
AGTHX
| SUBHOLDING OF: SP E62 (Edward Jones). DESCRIPTION: American Growth Fu...
2020/04/22
BUY$1,000 - $15,000
Filing Date: 2020/05/04
ANCFX
| SUBHOLDING OF: SP E62 (Edward Jones). DESCRIPTION: American Fundament...
2020/04/22
BUY$1,000 - $15,000
Filing Date: 2020/05/04
ANWPX
| SUBHOLDING OF: SP E62 (Edward Jones). DESCRIPTION: American New Persp...
2020/04/22
BUY$1,000 - $15,000
Filing Date: 2020/05/04
CAIBX
| SUBHOLDING OF: SP E62 (Edward Jones). DESCRIvr10N: American Capital I...
2020/04/22
BUY$1,000 - $15,000
Filing Date: 2020/05/04
DGRO
| SUBHOLDING OF: SP E62 (Edward Jones) etf 32500
2020/04/22
BUY$15,001 - $50,000
Filing Date: 2020/05/04
DUK
| SUBHOLDING OF: SP E62 (Edward Jones) stock 32500
2020/04/22
BUY$15,001 - $50,000
Filing Date: 2020/05/04
FRDTX
| SUBHOLDING OF: SP E62 (Edward Jones). DESCRIPTION: Franklin Rising Di...
2020/04/22
BUY$1,000 - $15,000
Filing Date: 2020/05/04
AAPL
| SUBHOLDING OF: WF (Wells Fargo Financial) stock 32500
2020/04/15
BUY$15,001 - $50,000
Filing Date: 2020/05/04
AAPL
| SUBHOLDING OF: WF 10 (Wells Fargo Financial) stock 75000
2020/04/15
BUY$50,001 - $100,000
Filing Date: 2020/05/04
AMZN
| SUBHOLDING OF: WF 10 (Wells Fargo Financial) stock 32500
2020/04/15
BUY$15,001 - $50,000
Filing Date: 2020/05/04
AMZN
| SUBHOLDING OF: WF 53 (Wells Fargo Financial) stock 32500
2020/04/15
BUY$15,001 - $50,000
Filing Date: 2020/05/04
JPM
| SUBHOLDING OF: WF 10 (Wells Fargo Financial). DESCRIPTION: JPMORGAN C...
2020/04/15
BUY$50,001 - $100,000
Filing Date: 2020/05/04
JPM
| SUBHOLDING OF: WF 10 (Wells Fargo Financial). JPMORGAN CHASE & CO JR ...
2020/04/15
BUY$50,001 - $100,000
Filing Date: 2020/05/04
JPM
| SUBHOLDING OF: WF 10 (Wells Fargo Financial). JPMORGAN CHASE & CO FIX...
2020/04/15
BUY$50,001 - $100,000
Filing Date: 2020/05/04
VIG
| SUBHOLDING OF: WF 69 (Wells Fargo Financial) etf 75000
2020/04/15
BUY$50,001 - $100,000
Filing Date: 2020/05/04
VIG
| SUBHOLDING OF: WF 25 (Wells Fargo Financial) etf 32500
2020/04/15
BUY$15,001 - $50,000
Filing Date: 2020/05/04
VIG
| SUBHOLDING OF: WF 10 (Wells Fargo Financial) etf 75000
2020/04/15
BUY$50,001 - $100,000
Filing Date: 2020/05/04
DRI
| SUBHOLDING OF: SP E62 (Edward Jones) stock 32500
2020/04/13
BUY$15,001 - $50,000
Filing Date: 2020/05/04
AEP
| SUBHOLDING OF: SP E62 (Edward Jones) stock 32500
2020/04/06
BUY$15,001 - $50,000
Filing Date: 2020/05/04
DGRO
| SUBHOLDING OF: SP E62 (Edward Jones) etf 8000
2020/04/06
BUY$1,000 - $15,000
Filing Date: 2020/05/04
DGRO
| SUBHOLDING OF: SP E62 (Edward Jones) etf 32500
2020/04/06
BUY$15,001 - $50,000
Filing Date: 2020/05/04
CVX
| Stock
2020/04/22
BUY$15,001 - $50,000
Filing Date: 2020/04/27
DGRO
| Stock
2020/04/22
BUY$15,001 - $50,000
Filing Date: 2020/04/27
DUK
| Stock
2020/04/22
BUY$15,001 - $50,000
Filing Date: 2020/04/27
EMR
| Stock
2020/04/22
BUY$15,001 - $50,000
Filing Date: 2020/04/27
MPC
| Stock
2020/04/22
BUY$15,001 - $50,000
Filing Date: 2020/04/27
AAPL
| Stock
2020/04/15
BUY$15,001 - $50,000
Filing Date: 2020/04/20
AAPL
| Stock
2020/04/15
BUY$50,001 - $100,000
Filing Date: 2020/04/20
AMZN
| Stock
2020/04/15
BUY$15,001 - $50,000
Filing Date: 2020/04/20
AMZN
| Stock
2020/04/15
BUY$15,001 - $50,000
Filing Date: 2020/04/20
VIG
| Stock
2020/04/15
BUY$50,001 - $100,000
Filing Date: 2020/04/20
VIG
| Stock
2020/04/15
BUY$15,001 - $50,000
Filing Date: 2020/04/20
VIG
| Stock
2020/04/15
BUY$50,001 - $100,000
Filing Date: 2020/04/20
DRI
| Stock
2020/04/13
BUY$15,001 - $50,000
Filing Date: 2020/04/16
DGRO
| Stock
2020/04/06
BUY$1,001 - $15,000
Filing Date: 2020/04/10
AEP
| Stock
2020/04/06
BUY$15,001 - $50,000
Filing Date: 2020/04/09
DGRO
| Stock
2020/04/06
BUY$15,001 - $50,000
Filing Date: 2020/04/09
SO
| Stock
2020/04/06
BUY$15,001 - $50,000
Filing Date: 2020/04/09
BNS
| SUBHOLDING OF: WF 10 (Wells Fargo Financial). DESCRIPTION: BANK NOVA ...
2020/03/27
SELL$50,001 - $100,000
Filing Date: 2020/04/06
RNB
| SUBHOLDING OF: WF 53 (Wells Fargo Financial). DESCRIPTION: HSBC USA I...
2020/03/27
SELL$15,001 - $50,000
Filing Date: 2020/04/06
DEO
| SUBHOLDING OF: WF 69 (Wells Fargo Financial) stock 8000
2020/03/18
SELL$1,000 - $15,000
Filing Date: 2020/04/06
DIA
| SUBHOLDING OF: WF 53 (Wells Fargo Financial) etf 8000
2020/03/18
SELL$1,000 - $15,000
Filing Date: 2020/04/06
LUV
| SUBHOLDING OF: WF 25 (Wells Fargo Financial) stock 32500
2020/03/18
SELL$15,001 - $50,000
Filing Date: 2020/04/06
LUV
| SUBHOLDING OF: WF 31 (Wells Fargo Financial) stock 32500
2020/03/18
SELL$15,001 - $50,000
Filing Date: 2020/04/06
NOC
| SUBHOLDING OF: WF 69 (Wells Fargo Financial) stock 32500
2020/03/18
SELL$15,001 - $50,000
Filing Date: 2020/04/06
VPU
| SUBHOLDING OF: WF 53 (Wells Fargo Financial) etf 32500
2020/03/18
SELL$15,001 - $50,000
Filing Date: 2020/04/06
VPU
| SUBHOLDING OF: WF 25 (Wells Fargo Financial) etf 32500
2020/03/18
SELL$15,001 - $50,000
Filing Date: 2020/04/06
VPU
| SUBHOLDING OF: WF 10 (Wells Fargo Financial) etf 32500
2020/03/18
SELL$15,001 - $50,000
Filing Date: 2020/04/06
GSLC
| SUBHOLDING OF: WF 10 (Wells Fargo Financial) etf 75000
2020/03/11
SELL$50,001 - $100,000
Filing Date: 2020/04/06
MMM
| SUBHOLDING OF: WF 69 (Wells Fargo Financial) stock 8000
2020/03/11
SELL$1,000 - $15,000
Filing Date: 2020/04/06
SDY
| SUBHOLDING OF: WF 10 (Wells Fargo Financial) etf 175000
2020/03/11
SELL$100,001 - $250,000
Filing Date: 2020/04/06
SDY
| SUBHOLDING OF: WF 25 (Wells Fargo Financial) etf 75000
2020/03/11
SELL$50,001 - $100,000
Filing Date: 2020/04/06
VDC
| SUBHOLDING OF: WF 69 (Wells Fargo Financial) etf 32500
2020/03/11
SELL$15,001 - $50,000
Filing Date: 2020/04/06
VIG
| SUBHOLDING OF: WF 25 (Wells Fargo Financial) etf 32500
2020/03/11
SELL$15,001 - $50,000
Filing Date: 2020/04/06
FDN
| SUBHOLDING OF: WF 10 (Wells Fargo Financial) etf 75000
2020/03/10
SELL$50,001 - $100,000
Filing Date: 2020/04/06
VPU
| SUBHOLDING OF: WF 10 (Wells Fargo Financial) etf 32500
2020/03/10
SELL$15,001 - $50,000
Filing Date: 2020/04/06
8376923Z
| SUBHOLDING OF: WF 95 (Wells Fargo Financial). DESCRIPTION: BARCLAYS B...
2020/02/24
BUY$50,001 - $100,000
Filing Date: 2020/04/06
8376923Z
| SUBHOLDING OF: WF 10 (Wells Fargo Financial). DESCRIPTION: BARCLAYS B...
2020/02/24
EXCHANGE$50,001 - $100,000
Filing Date: 2020/04/06
BNS
| SUBHOLDING OF: WF 10 (Wells Fargo Financial). DESCRIPTION: BANK NOVA ...
2020/02/24
EXCHANGE$50,001 - $100,000
Filing Date: 2020/04/06
BNS
| SUBHOLDING OF: WF 95 (Wells Fargo Financial). DESCRIPTION: BANK NOVA ...
2020/02/24
BUY$50,001 - $100,000
Filing Date: 2020/04/06
FDL
| SUBHOLDING OF: WF 95 (Wells Fargo Financial). DESCRIPTION: BOFA FIN L...
2020/02/24
BUY$50,001 - $100,000
Filing Date: 2020/04/06
GSLC
| SUBHOLDING OF: WF 95 (Wells Fargo Financial). DESCRIPTION: Transfer t...
2020/02/24
BUY$100,001 - $250,000
Filing Date: 2020/04/06
None
| SUBHOLDING OF: WF 95 (Wells Fargo Financial). DESCRIPTION: BOFA FIN L...
2020/02/24
BUY$50,001 - $100,000
Filing Date: 2020/04/06
None
| SUBHOLDING OF: WF 10 (Wells Fargo Financial). DESCRIPTION: BOFA FIN L...
2020/02/24
EXCHANGE$50,001 - $100,000
Filing Date: 2020/04/06
RNB
| SUBHOLDING OF: WF 10 (Wells Fargo Financial). DESCRIPTION: HSBC USA I...
2020/02/24
EXCHANGE$50,001 - $100,000
Filing Date: 2020/04/06
RNB
| SUBHOLDING OF: WF 95 (Wells Fargo Financial). DESCRIPTION: HSBC USA I...
2020/02/24
BUY$50,001 - $100,000
Filing Date: 2020/04/06
SDY
| SUBHOLDING OF: WF 10 (Wells Fargo Financial). DESCRIPTION: Transfer f...
2020/02/24
EXCHANGE$50,001 - $100,000
Filing Date: 2020/04/06
USMC
| SUBHOLDING OF: WF 10 (Wells Fargo Financial). DESCRIPTION: Transfer f...
2020/02/24
EXCHANGE$100,001 - $250,000
Filing Date: 2020/04/06
VIG
| SUBHOLDING OF: WF 95 (Wells Fargo Financial). DESCRIPTION: Transfer F...
2020/02/24
EXCHANGE$50,001 - $100,000
Filing Date: 2020/04/06
VIG
| SUBHOLDING OF: WF 95 (Wells Fargo Financial). DESCRIPTION: Transfer t...
2020/02/24
BUY$50,001 - $100,000
Filing Date: 2020/04/06
VPU
| SUBHOLDING OF: WF 10 (Wells Fargo Financial). DESCRIPTION: Transfer f...
2020/02/24
EXCHANGE$15,001 - $50,000
Filing Date: 2020/04/06
VPU
| SUBHOLDING OF: WF 95 (Wells Fargo Financial). DESCRIPTION: Transfer t...
2020/02/24
BUY$15,001 - $50,000
Filing Date: 2020/04/06
AEP
| Stock
2020/03/18
SELL$15,001 - $50,000
Filing Date: 2020/03/20
DEO
| Stock
2020/03/18
SELL$1,001 - $15,000
Filing Date: 2020/03/20
DEO
| Stock
2020/03/18
SELL$1,001 - $15,000
Filing Date: 2020/03/20
DIA
| Stock
2020/03/18
SELL$1,001 - $15,000
Filing Date: 2020/03/20
DIA
| Stock
2020/03/18
SELL$1,001 - $15,000
Filing Date: 2020/03/20
DIS
| Stock
2020/03/18
SELL$1,001 - $15,000
Filing Date: 2020/03/20
LUV
| Stock
2020/03/18
SELL$15,001 - $50,000
Filing Date: 2020/03/20
LUV
| Stock
2020/03/18
SELL$15,001 - $50,000
Filing Date: 2020/03/20
VEA
| Stock
2020/03/18
SELL$1,001 - $15,000
Filing Date: 2020/03/20
VPU
| Stock
2020/03/18
SELL$15,001 - $50,000
Filing Date: 2020/03/20
VPU
| Stock
2020/03/18
SELL$15,001 - $50,000
Filing Date: 2020/03/20
GSLC
| Stock
2020/03/11
SELL$50,001 - $100,000
Filing Date: 2020/03/13
MMM
| Stock
2020/03/11
SELL$1,001 - $15,000
Filing Date: 2020/03/13
SDY
| Stock
2020/03/11
SELL$100,001 - $250,000
Filing Date: 2020/03/13
SDY
| Stock
2020/03/11
SELL$50,001 - $100,000
Filing Date: 2020/03/13
SDY
| Stock
2020/03/11
SELL$15,001 - $50,000
Filing Date: 2020/03/13
TRV
| Stock
2020/03/11
SELL$1,001 - $15,000
Filing Date: 2020/03/13
VDC
| Stock
2020/03/11
SELL$15,001 - $50,000
Filing Date: 2020/03/13
VIG
| Stock
2020/03/11
SELL$15,001 - $50,000
Filing Date: 2020/03/13
VIG
| Stock
2020/03/11
SELL$50,001 - $100,000
Filing Date: 2020/03/13
FDN
| Stock
2020/03/10
SELL$50,001 - $100,000
Filing Date: 2020/03/12
VDC
| Stock
2020/03/10
SELL$15,001 - $50,000
Filing Date: 2020/03/12
VPU
| Stock
2020/03/10
SELL$15,001 - $50,000
Filing Date: 2020/03/12
CRST
| SUBHOLDING OF: WF 10 (Wells Fargo Financial). DESCRIPTION: BARCLAYS B...
2020/02/28
SELL$50,001 - $100,000
Filing Date: 2020/03/10
CRST
| SUBHOLDING OF: WF 25 (Wells Fargo Financial). DESCRIPTION: BARCLAYS B...
2020/02/28
SELL$50,001 - $100,000
Filing Date: 2020/03/10
FDL
| SUBHOLDING OF: WF 10 (Wells Fargo Financial) etf 32500
2020/02/26
SELL$15,001 - $50,000
Filing Date: 2020/03/10
FDL
| SUBHOLDING OF: WF 10 (Wells Fargo Financial) etf 32500
2020/02/25
SELL$15,001 - $50,000
Filing Date: 2020/03/10
VPU
| SUBHOLDING OF: WF 53 (Wells Fargo Financial) etf 75000
2020/02/25
BUY$50,001 - $100,000
Filing Date: 2020/03/10
FDL
| SUBHOLDING OF: WF 25 (Wells Fargo Financial) etf 8000
2020/02/18
SELL$1,000 - $15,000
Filing Date: 2020/03/10
FDL
| SUBHOLDING OF: WF 25 (Wells Fargo Financial) etf 32500
2020/02/18
SELL$15,001 - $50,000
Filing Date: 2020/03/10
GSLC
| SUBHOLDING OF: WF 25 (Wells Fargo Financial) etf 32500
2020/02/18
BUY$15,001 - $50,000
Filing Date: 2020/03/10
VPU
| etf 32500
2020/02/18
BUY$15,001 - $50,000
Filing Date: 2020/03/10
CSQ
| SUBHOLDING OF: WF 53 (Wells Fargo Financial) mutual-fund 8000
2020/02/10
SELL$1,000 - $15,000
Filing Date: 2020/03/10
DIA
| SUBHOLDING OF: WF 53 (Wells Fargo Financial) etf 8000
2020/02/10
BUY$1,000 - $15,000
Filing Date: 2020/03/10
QQQ
| SUBHOLDING OF: WF 53 (Wells Fargo Financial) etf 32500
2020/02/10
BUY$15,001 - $50,000
Filing Date: 2020/03/10
USMC
| SUBHOLDING OF: WF 95 (Wells Fargo Financial) etf 32500
2020/02/10
BUY$15,001 - $50,000
Filing Date: 2020/03/10
FDL
| Stock
2020/02/26
SELL$15,001 - $50,000
Filing Date: 2020/02/28
VPU
| Stock
2020/02/25
BUY$50,001 - $100,000
Filing Date: 2020/02/28
FDL
| Stock
2020/02/18
SELL$15,001 - $50,000
Filing Date: 2020/02/20
FDL
| Stock
2020/02/18
SELL$1,001 - $15,000
Filing Date: 2020/02/20
GSLC
| Stock
2020/02/18
BUY$15,001 - $50,000
Filing Date: 2020/02/20
VPU
| Stock
2020/02/18
BUY$15,001 - $50,000
Filing Date: 2020/02/20
CSQ
| Stock
2020/02/10
SELL$1,001 - $15,000
Filing Date: 2020/02/13
DIA
| Stock
2020/02/10
BUY$1,001 - $15,000
Filing Date: 2020/02/12
GSLC
| Stock
2020/02/10
BUY$15,001 - $50,000
Filing Date: 2020/02/12
GSLC
| Stock
2020/02/10
BUY$15,001 - $50,000
Filing Date: 2020/02/12
QQQ
| Stock
2020/02/10
BUY$15,001 - $50,000
Filing Date: 2020/02/12
SDY
| Stock
2020/02/10
BUY$15,001 - $50,000
Filing Date: 2020/02/12
SPY
| Stock
2020/02/10
BUY$15,001 - $50,000
Filing Date: 2020/02/12
USMC
| Stock
2020/02/10
BUY$15,001 - $50,000
Filing Date: 2020/02/12
VDC
| Stock
2020/02/10
BUY$15,001 - $50,000
Filing Date: 2020/02/12
VIG
| Stock
2020/02/10
BUY$15,001 - $50,000
Filing Date: 2020/02/12
VPU
| Stock
2020/02/10
BUY$15,001 - $50,000
Filing Date: 2020/02/12
VPU
| Stock
2020/02/10
BUY$15,001 - $50,000
Filing Date: 2020/02/12
BNS
| SUBHOLDING OF: WF 77 (Wells Fargo Financial). DESCRIPTION: BANK NOVA ...
2020/01/31
SELL$50,001 - $100,000
Filing Date: 2020/02/07
None
| SUBHOLDING OF: WF 95 (Wells Fargo Financial). DESCRIPTION: BOFA FIN L...
2020/01/31
SELL$100,001 - $250,000
Filing Date: 2020/02/07
ABALX
| SUBHOLDING OF: SP E62 (Edward Jones). DESCRIPTION: American Balanced ...
2020/01/16
BUY$1,000 - $15,000
Filing Date: 2020/02/07
IVZ
| SUBHOLDING OF: SP E62 (Edward Jones) stock 8000
2020/01/16
BUY$1,000 - $15,000
Filing Date: 2020/02/07
IVZ
| Stock
2020/01/16
BUY$1,001 - $15,000
Filing Date: 2020/01/20
IVZ
| Stock
2019/12/12
SELL$1,001 - $15,000
Filing Date: 2019/12/16
CWB
| Stock
2019/12/10
SELL$50,001 - $100,000
Filing Date: 2019/12/13
GSLC
| Stock
2019/12/10
BUY$15,001 - $50,000
Filing Date: 2019/12/13
VPU
| Stock
2019/12/10
SELL$15,001 - $50,000
Filing Date: 2019/12/13
CWB
| Stock
2019/12/03
SELL$15,001 - $50,000
Filing Date: 2019/12/06
CWB
| Stock
2019/12/03
SELL$50,001 - $100,000
Filing Date: 2019/12/06
GSLC
| Stock
2019/12/03
BUY$1,001 - $15,000
Filing Date: 2019/12/06
GSLC
| Stock
2019/12/03
BUY$15,001 - $50,000
Filing Date: 2019/12/06
SDY
| Stock
2019/12/03
BUY$15,001 - $50,000
Filing Date: 2019/12/06
VIG
| Stock
2019/12/03
BUY$15,001 - $50,000
Filing Date: 2019/12/06
VIG
| Stock
2019/12/03
BUY$15,001 - $50,000
Filing Date: 2019/12/06
FDL
| WF 95 (WELLS FARGO FINANCIAL), FIRST TRUST MORNINGSTAR ETF, FDL
2019/11/07
BUY$15,001 - $50,000
Filing Date: 2019/11/11
FDL
| Self, FIRST TRUST MORNINGSTAR ETF, FDL
2019/11/07
BUY$15,001 - $50,000
Filing Date: 2019/11/11
SPY
| WF 95 (WELLS FARGO FINANCIAL), SPDR S&P 500, SPY
2019/11/07
BUY$15,001 - $50,000
Filing Date: 2019/11/11
USMC
| WF 95 (WELLS FARGO FINANCIAL), PRINCIPAL U.S. MEGACAP MULTI, USMC
2019/11/07
BUY$15,001 - $50,000
Filing Date: 2019/11/11
VPU
| Self, VANGUARD UTILITIES ETF, VPU
2019/11/07
SELL$15,001 - $50,000
Filing Date: 2019/11/11
VPU
| WF 95 (WELLS FARGO FINANCIAL), VANGUARD UTILITIES ETF, VPU
2019/11/07
SELL$15,001 - $50,000
Filing Date: 2019/11/11
SDY
| WF 69 (WELLS FARGO FINANCIAL), SPDR S&P DIVIDEND ETF, SDY
2019/10/21
BUY$50,001 - $100,000
Filing Date: 2019/10/24
SDY
| WF 25 (WELLS FARGO FINANCIAL), SPDR S&P DIVIDEND ETF, SDY
2019/10/21
BUY$15,001 - $50,000
Filing Date: 2019/10/24
SDY
| WF 95 (WELLS FARGO FINANCIAL), SPDR S&P DIVIDEND ETF, SDY
2019/10/21
BUY$50,001 - $100,000
Filing Date: 2019/10/24
SDY
| Spouse, SPDR S&P DIVIDEND ETF, SDY
2019/10/21
BUY$50,001 - $100,000
Filing Date: 2019/10/24
SDY
| Spouse, SPDR S&P DIVIDEND ETF, SDY
2019/10/21
BUY$15,001 - $50,000
Filing Date: 2019/10/24
ACN
| Self, ACCENTURE PLC CLASS A ORDINARY, ACN
2019/10/10
SELL$15,001 - $50,000
Filing Date: 2019/10/14
ACN
| WF 69 (WELLS FARGO FINANCIAL), ACCENTURE PLC CLASS A ORDINARY, ACN
2019/10/10
SELL$15,001 - $50,000
Filing Date: 2019/10/14
CWB
| WF 25 (WELLS FARGO FINANCIAL), SPDR BLOOMBERG BARCLAYS CONVERTIBLE SEC...
2019/10/10
BUY$1,001 - $15,000
Filing Date: 2019/10/14
DD
| Self, DUPONT DE NEMOURS, INC., DD
2019/10/10
SELL$1,001 - $15,000
Filing Date: 2019/10/14
DD
| WF 69 (WELLS FARGO FINANCIAL), DUPONT DE NEMOURS, INC., DD
2019/10/10
SELL$1,001 - $15,000
Filing Date: 2019/10/14
FDL
| Self, FIRST TRUST MORNINGSTAR ETF, FDL
2019/10/10
BUY$1,001 - $15,000
Filing Date: 2019/10/14
FDL
| Self, FIRST TRUST MORNINGSTAR ETF, FDL
2019/10/10
BUY$15,001 - $50,000
Filing Date: 2019/10/14
FDL
| , FIRST TRUST MORNINGSTAR ETF, FDL
2019/10/10
BUY$1,001 - $15,000
Filing Date: 2019/10/14
FDL
| WF 95 (WELLS FARGO FINANCIAL), FIRST TRUST MORNINGSTAR ETF, FDL
2019/10/10
BUY$15,001 - $50,000
Filing Date: 2019/10/14
FDN
| WF 95 (WELLS FARGO FINANCIAL), FIRST TRUST DJ INTERNET INDEX FUND, FDN
2019/10/10
SELL$15,001 - $50,000
Filing Date: 2019/10/14
FDN
| Self, FIRST TRUST DJ INTERNET INDEX FUND, FDN
2019/10/10
SELL$15,001 - $50,000
Filing Date: 2019/10/14
JNJ
| WF 69 (WELLS FARGO FINANCIAL), JOHNSON & JOHNSON, JNJ
2019/10/10
SELL$1,001 - $15,000
Filing Date: 2019/10/14
JNJ
| WF 69 (WELLS FARGO FINANCIAL), JOHNSON & JOHNSON, JNJ
2019/10/10
SELL$1,001 - $15,000
Filing Date: 2019/10/14
JNJ
| Self, JOHNSON & JOHNSON, JNJ
2019/10/10
SELL$1,001 - $15,000
Filing Date: 2019/10/14
NEE
| WF 69 (WELLS FARGO FINANCIAL), NEXTERA ENERGY, INC., NEE
2019/10/10
SELL$15,001 - $50,000
Filing Date: 2019/10/14
PNC
| WF 69 (WELLS FARGO FINANCIAL), PNC FINANCIAL SERVICES GROUP, INC., PNC
2019/10/10
SELL$1,001 - $15,000
Filing Date: 2019/10/14
PNC
| WF 69 (WELLS FARGO FINANCIAL), PNC FINANCIAL SERVICES GROUP, INC., PNC
2019/10/10
SELL$1,001 - $15,000
Filing Date: 2019/10/14
RDS.B
| WF 69 (WELLS FARGO FINANCIAL), ROYAL DUTCH SHELL PLC ROYAL DUTCH, RDS....
2019/10/10
SELL$1,001 - $15,000
Filing Date: 2019/10/14
SDY
| WF 95 (WELLS FARGO FINANCIAL), SPDR S&P DIVIDEND ETF, SDY
2019/10/10
BUY$1,001 - $15,000
Filing Date: 2019/10/14
SPY
| WF 95 (WELLS FARGO FINANCIAL), SPDR S&P 500, SPY
2019/10/10
SELL$15,001 - $50,000
Filing Date: 2019/10/14
VDC
| WF 25 (WELLS FARGO FINANCIAL), VANGUARD CONSUMER STAPLES ETF, VDC
2019/10/10
BUY$1,001 - $15,000
Filing Date: 2019/10/14
VPU
| WF 95 (WELLS FARGO FINANCIAL), VANGUARD UTILITIES ETF, VPU
2019/10/10
BUY$15,001 - $50,000
Filing Date: 2019/10/14
XOM
| WF 69 (WELLS FARGO FINANCIAL), EXXON MOBIL CORPORATION, XOM
2019/10/10
SELL$1,001 - $15,000
Filing Date: 2019/10/14
AMZN
| Self, AMAZON.COM, INC., AMZN
2019/09/26
SELL$15,001 - $50,000
Filing Date: 2019/09/30
AMZN
| WF 69 (WELLS FARGO FINANCIAL), AMAZON.COM, INC., AMZN
2019/09/26
SELL$15,001 - $50,000
Filing Date: 2019/09/30
VDC
| Self, VANGUARD CONSUMER STAPLES ETF, VDC
2019/09/26
BUY$15,001 - $50,000
Filing Date: 2019/09/30
VDC
| WF 69 (WELLS FARGO FINANCIAL), VANGUARD CONSUMER STAPLES ETF, VDC
2019/09/26
BUY$15,001 - $50,000
Filing Date: 2019/09/30
VPU
| Self, VANGUARD UTILITIES ETF, VPU
2019/09/26
BUY$50,001 - $100,000
Filing Date: 2019/09/30
VPU
| WF 95 (WELLS FARGO FINANCIAL), VANGUARD UTILITIES ETF, VPU
2019/09/26
BUY$50,001 - $100,000
Filing Date: 2019/09/30
CWB
| Spouse, SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF, CWB
2019/08/14
BUY$50,001 - $100,000
Filing Date: 2019/08/16
CWB
| WF 95 (WELLS FARGO FINANCIAL), SPDR BLOOMBERG BARCLAYS CONVERTIBLE SEC...
2019/08/14
BUY$50,001 - $100,000
Filing Date: 2019/08/16
SPY
| Spouse, SPDR S&P 500, SPY
2019/08/14
BUY$15,001 - $50,000
Filing Date: 2019/08/16
SPY
| WF 95 (WELLS FARGO FINANCIAL), SPDR S&P 500, SPY
2019/08/14
BUY$15,001 - $50,000
Filing Date: 2019/08/16
VDC
| WF 95 (WELLS FARGO FINANCIAL), VANGUARD CONSUMER STAPLES ETF, VDC
2019/08/14
BUY$50,001 - $100,000
Filing Date: 2019/08/16
CTVA
| Self, CORTEVA, INC., CTVA
2019/08/06
SELL$1,001 - $15,000
Filing Date: 2019/08/09
CTVA
| , CORTEVA, INC., CTVA
2019/08/06
SELL$1,001 - $15,000
Filing Date: 2019/08/09
CWB
| Spouse, SPDR BLOOMBERG BARCLAYS, CWB
2019/08/06
BUY$1,001 - $15,000
Filing Date: 2019/08/08
CWB
| WF 69 (WELLS FARGO FINANCIAL), SPDR BLOOMBERG BARCLAYS CONVERTIBLE SEC...
2019/08/06
BUY$15,001 - $50,000
Filing Date: 2019/08/08
CWB
| WF 69 (WELLS FARGO FINANCIAL), SPDR BLOOMBERG BARCLAYS, CWB
2019/08/06
BUY$1,001 - $15,000
Filing Date: 2019/08/08
DOW
| WF 69 (WELLS FARGO FINANCIAL), DOW INC., DOW
2019/08/06
SELL$1,001 - $15,000
Filing Date: 2019/08/08
FDL
| WF 95 (WELLS FARGO FINANCIAL), FIRST TRUST MORNINGSTAR ETF, FDL
2019/08/06
BUY$15,001 - $50,000
Filing Date: 2019/08/08
FDL
| Self, FIRST TRUST MORNINGSTAR ETF, FDL
2019/08/06
BUY$15,001 - $50,000
Filing Date: 2019/08/08
FDL
| WF 25 (WELLS FARGO FINANCIAL), FIRST TRUST MORNINGSTAR ETF, FDL
2019/08/06
BUY$15,001 - $50,000
Filing Date: 2019/08/08
WM
| WF 69 (WELLS FARGO FINANCIAL), WASTE MANAGEMENT, INC., WM
2019/08/06
SELL$1,001 - $15,000
Filing Date: 2019/08/08
KO
| Spouse, COCACOLA COMPANY, KO
2019/07/26
SELL$15,001 - $50,000
Filing Date: 2019/07/30
KO
| SP E62, COCACOLA COMPANY, KO
2019/07/26
SELL$15,001 - $50,000
Filing Date: 2019/07/30
USMC
| WF 95 (WELLS FARGO FINANCIAL), PRINCIPAL U.S. MEGACAP MULTI, USMC
2019/07/24
BUY$15,001 - $50,000
Filing Date: 2019/07/26
USMC
| WF 95 (WELLS FARGO FINANCIAL), PRINCIPAL U.S. MEGACAP MULTI FACTOR IND...
2019/07/24
BUY$1,001 - $15,000
Filing Date: 2019/07/26
USMC
| Self, PRINCIPAL U.S. MEGACAP MULTI FACTOR INDEX ETF, USMC
2019/07/24
BUY$15,001 - $50,000
Filing Date: 2019/07/26
USMC
| Self, PRINCIPAL U.S. MEGACAP MULTI, USMC
2019/07/24
BUY$1,001 - $15,000
Filing Date: 2019/07/26
USMC
| WF 95 (WELLS FARGO FINANCIAL), PRINCIPAL U.S. MEGACAP MULTI, USMC
2019/07/24
BUY$1,001 - $15,000
Filing Date: 2019/07/26
USMC
| WF 95 (WELLS FARGO FINANCIAL), PRINCIPAL U.S. MEGACAP MULTI FACTOR IND...
2019/07/24
BUY$15,001 - $50,000
Filing Date: 2019/07/26
VDC
| WF 53 (WELLS FARGO FINANCIAL), VANGUARD CONSUMER STAPLES ETF, VDC
2019/07/24
BUY$15,001 - $50,000
Filing Date: 2019/07/26
VDC
| WF 95 (WELLS FARGO FINANCIAL), VANGUARD CONSUMER STAPLES ETF, VDC
2019/07/24
BUY$50,001 - $100,000
Filing Date: 2019/07/26
VDC
| Self, VANGUARD CONSUMER STAPLES ETF, VDC
2019/07/24
BUY$50,001 - $100,000
Filing Date: 2019/07/26
VDC
| WF 25 (WELLS FARGO FINANCIAL), VANGUARD CONSUMER STAPLES ETF, VDC
2019/07/24
BUY$50,001 - $100,000
Filing Date: 2019/07/26
VPU
| Self, VANGUARD UTILITIES ETF, VPU
2019/07/24
SELL$1,001 - $15,000
Filing Date: 2019/07/26
VPU
| WF 53 (WELLS FARGO FINANCIAL), VANGUARD UTILITIES ETF, VPU
2019/07/24
SELL$1,001 - $15,000
Filing Date: 2019/07/26
SPG
| Self, SIMON PROPERTY GROUP, INC., SPG
2019/07/23
SELL$1,001 - $15,000
Filing Date: 2019/07/25
SPG
| WF 69 (WELLS FARGO FINANCIAL), SIMON PROPERTY GROUP, INC., SPG
2019/07/23
SELL$1,001 - $15,000
Filing Date: 2019/07/25
AAPL
| Spouse, APPLE INC., AAPL
2019/04/18
BUY$1,001 - $15,000
Filing Date: 2019/04/23
AAPL
| SP M81 (MERRILL LYNCH), APPLE INC., AAPL
2019/04/18
BUY$1,001 - $15,000
Filing Date: 2019/04/23
ADP
| Spouse, AUTOMATIC DATA PROCESSING, INC., ADP
2019/04/18
SELL$1,001 - $15,000
Filing Date: 2019/04/23
ADP
| SP M81 (MERRILL LYNCH), AUTOMATIC DATA PROCESSING, INC., ADP
2019/04/18
SELL$1,001 - $15,000
Filing Date: 2019/04/23
BDX
| SP M81 (MERRILL LYNCH), BECTON, DICKINSON AND COMPANY, BDX
2019/04/18
BUY$1,001 - $15,000
Filing Date: 2019/04/23
DIS
| SP M81 (MERRILL LYNCH), WALT DISNEY COMPANY, DIS
2019/04/18
BUY$1,001 - $15,000
Filing Date: 2019/04/23
HD
| SP M81 (MERRILL LYNCH), HOME DEPOT, INC., HD
2019/04/18
SELL$1,001 - $15,000
Filing Date: 2019/04/23
INTU
| SP M81 (MERRILL LYNCH), INTUIT INC., INTU
2019/04/18
SELL$1,001 - $15,000
Filing Date: 2019/04/23
JPM
| SP M81 (MERRILL LYNCH), JP MORGAN CHASE & CO., JPM
2019/04/18
BUY$1,001 - $15,000
Filing Date: 2019/04/23
PFE
| SP M81 (MERRILL LYNCH), PFIZER, INC., PFE
2019/04/18
SELL$1,001 - $15,000
Filing Date: 2019/04/23
VZ
| SP M81 (MERRILL LYNCH), VERIZON COMMUNICATIONS INC., VZ
2019/04/18
SELL$1,001 - $15,000
Filing Date: 2019/04/23
GOOGL
| Spouse, ALPHABET INC. CLASS A, GOOGL
2019/04/04
BUY$15,001 - $50,000
Filing Date: 2019/04/09
GOOGL
| SP M81 (MERRILL LYNCH), ALPHABET INC. CLASS A, GOOGL
2019/04/04
BUY$15,001 - $50,000
Filing Date: 2019/04/09
JNJ
| Spouse, JOHNSON & JOHNSON, JNJ
2019/04/04
SELL$1,001 - $15,000
Filing Date: 2019/04/08
JNJ
| SP M81 (MERRILL LYNCH), JOHNSON & JOHNSON, JNJ
2019/04/04
SELL$1,001 - $15,000
Filing Date: 2019/04/08
RTN
| SP M81 (MERRILL LYNCH), RAYTHEON COMPANY, RTN
2019/04/04
SELL$1,001 - $15,000
Filing Date: 2019/04/08
UNH
| SP M81 (MERRILL LYNCH), UNITEDHEALTH GROUP INCORPORATED, UNH
2019/04/04
SELL$1,001 - $15,000
Filing Date: 2019/04/08
GE
| Spouse, GENERAL ELECTRIC COMPANY, GE
2019/03/25
BUY$1,001 - $15,000
Filing Date: 2019/03/30
GE
| SP E62, GENERAL ELECTRIC COMPANY, GE
2019/03/25
BUY$1,001 - $15,000
Filing Date: 2019/03/30
T
| Spouse, AT&T INC., T
2019/03/25
BUY$15,001 - $50,000
Filing Date: 2019/03/27
T
| SP E62, AT&T INC., T
2019/03/25
BUY$15,001 - $50,000
Filing Date: 2019/03/27
TRV
| SP M81 (MERRILL LYNCH), THE TRAVELERS COMPANIES, INC., TRV
2019/03/04
BUY$1,001 - $15,000
Filing Date: 2019/03/06
XOM
| Spouse, EXXON MOBIL CORPORATION, XOM
2019/03/04
BUY$1,001 - $15,000
Filing Date: 2019/03/06
XOM
| SP M81 (MERRILL LYNCH), EXXON MOBIL CORPORATION, XOM
2019/03/04
BUY$1,001 - $15,000
Filing Date: 2019/03/06
TRV
| SP M81 (MERRILL LYNCH), THE TRAVELERS COMPANIES, INC., TRV
2019/01/31
SELL$1,001 - $15,000
Filing Date: 2019/02/04
XOM
| SP M81 (MERRILL LYNCH), EXXON MOBIL CORPORATION, XOM
2019/01/31
SELL$1,001 - $15,000
Filing Date: 2019/02/04
XOM
| Spouse, EXXON MOBIL CORPORATION, XOM
2019/01/31
SELL$1,001 - $15,000
Filing Date: 2019/02/04
AAPL
| Spouse, APPLE INC., AAPL
2019/01/08
SELL$1,001 - $15,000
Filing Date: 2019/01/10
AAPL
| SP M81 (MERRILL LYNCH), APPLE INC., AAPL
2019/01/08
SELL$1,001 - $15,000
Filing Date: 2019/01/10
INTU
| Spouse, INTUIT INC., INTU
2019/01/08
BUY$1,001 - $15,000
Filing Date: 2019/01/10
INTU
| SP M81 (MERRILL LYNCH), INTUIT INC., INTU
2019/01/08
BUY$1,001 - $15,000
Filing Date: 2019/01/10
JNJ
| SP M81 (MERRILL LYNCH), JOHNSON & JOHNSON, JNJ
2019/01/08
SELL$1,001 - $15,000
Filing Date: 2019/01/10
MSFT
| SP M81 (MERRILL LYNCH), MICROSOFT CORPORATION, MSFT
2019/01/08
BUY$1,001 - $15,000
Filing Date: 2019/01/10
PEP
| SP M81 (MERRILL LYNCH), PEPSICO, INC., PEP
2019/01/08
SELL$1,001 - $15,000
Filing Date: 2019/01/10
WMT
| SP M81 (MERRILL LYNCH), WALMART INC., WMT
2019/01/08
BUY$1,001 - $15,000
Filing Date: 2019/01/10
ZTS
| SP M81 (MERRILL LYNCH), ZOETIS INC. CLASS A, ZTS
2019/01/08
BUY$1,001 - $15,000
Filing Date: 2019/01/10
NOC
| SP M81 (MERRILL LYNCH), NORTHROP GRUMMAN CORPORATION, NOC
2019/01/04
SELL$1,001 - $15,000
Filing Date: 2019/01/08
SPG
| SP M81 (MERRILL LYNCH), SIMON PROPERTY GROUP, INC., SPG
2019/01/04
SELL$1,001 - $15,000
Filing Date: 2019/01/08
XOM
| SP M81 (MERRILL LYNCH), EXXON MOBIL CORPORATION, XOM
2019/01/04
SELL$1,001 - $15,000
Filing Date: 2019/01/08
XOM
| Spouse, EXXON MOBIL CORPORATION, XOM
2019/01/04
SELL$1,001 - $15,000
Filing Date: 2019/01/08
BNS
| Spouse, BANK NOVA SCOTIA HALIFAX PFD 3 ORDINARY SHARES, BNS
2018/12/24
SELL$1,001 - $15,000
Filing Date: 2018/12/27
BNS
| SP M81 (MERRILL LYNCH), BANK NOVA SCOTIA HALIFAX PFD 3 ORDINARY SHARES...
2018/12/24
SELL$1,001 - $15,000
Filing Date: 2018/12/27
DIA
| SP M40 (MERRILL LYNCH), SPDR DOW JONES INDUSTRIAL, DIA
2018/12/24
BUY$1,001 - $15,000
Filing Date: 2018/12/27
FDN
| Spouse, FIRST TRUST DJ INTERNET INDEX FUND, FDN
2018/12/24
BUY$1,001 - $15,000
Filing Date: 2018/12/27
FDN
| , FIRST TRUST DJ INTERNET INDEX FUND, FDN
2018/12/24
BUY$1,001 - $15,000
Filing Date: 2018/12/27
QQQ
| SP M40 (MERRILL LYNCH), INVESCO QQQ TRUST, SERIES 1, QQQ
2018/12/24
BUY$1,001 - $15,000
Filing Date: 2018/12/27
SPY
| SP M40 (MERRILL LYNCH), SPDR S&P 500, SPY
2018/12/24
BUY$1,001 - $15,000
Filing Date: 2018/12/27
VCR
| Spouse, VANGUARD CONSUMER DISCRETION, VCR
2018/12/24
SELL$15,001 - $50,000
Filing Date: 2018/12/27
VCR
| SP M40 (MERRILL LYNCH), VANGUARD CONSUMER DISCRETION, VCR
2018/12/24
SELL$15,001 - $50,000
Filing Date: 2018/12/27
AEP
| Spouse, AMERICAN ELECTRIC POWER COMPANY, AEP
2018/12/21
BUY$1,001 - $15,000
Filing Date: 2018/12/26
AEP
| SP M81 (MERRILL LYNCH), AMERICAN ELECTRIC POWER COMPANY, AEP
2018/12/21
BUY$1,001 - $15,000
Filing Date: 2018/12/26
AXP
| SP M81 (MERRILL LYNCH), AMERICAN EXPRESS COMPANY, AXP
2018/12/21
SELL$1,001 - $15,000
Filing Date: 2018/12/26
AXP
| Spouse, AMERICAN EXPRESS COMPANY, AXP
2018/12/21
SELL$1,001 - $15,000
Filing Date: 2018/12/26
BNS
| SP M81 (MERRILL LYNCH), BANK NOVA SCOTIA HALIFAX PFD 3, BNS
2018/12/21
SELL$1,001 - $15,000
Filing Date: 2018/12/26
PFE
| SP M81 (MERRILL LYNCH), PFIZER, INC., PFE
2018/12/21
BUY$1,001 - $15,000
Filing Date: 2018/12/26
VZ
| SP M81 (MERRILL LYNCH), VERIZON COMMUNICATIONS INC., VZ
2018/12/21
BUY$1,001 - $15,000
Filing Date: 2018/12/26
WM
| SP M81 (MERRILL LYNCH), WASTE MANAGEMENT, INC., WM
2018/12/21
BUY$1,001 - $15,000
Filing Date: 2018/12/26
T
| Spouse, AT&T INC., T
2018/12/17
SELL$15,001 - $50,000
Filing Date: 2018/12/19
T
| SP E62, AT&T INC., T
2018/12/17
SELL$15,001 - $50,000
Filing Date: 2018/12/19
AEP
| SP M81 (MERRILL LYNCH), AMERICAN ELECTRIC POWER COMPANY, AEP
2018/11/21
SELL$1,001 - $15,000
Filing Date: 2018/11/26
AEP
| Spouse, AMERICAN ELECTRIC POWER COMPANY, AEP
2018/11/21
SELL$1,001 - $15,000
Filing Date: 2018/11/26
BDX
| Spouse, BECTON, DICKINSON AND COMPANY, BDX
2018/11/21
BUY$1,001 - $15,000
Filing Date: 2018/11/26
BDX
| SP M81 (MERRILL LYNCH), BECTON, DICKINSON AND COMPANY, BDX
2018/11/21
BUY$1,001 - $15,000
Filing Date: 2018/11/26
DIA
| Spouse, SPDR DOW JONES INDUSTRIAL, DIA
2018/11/21
BUY$15,001 - $50,000
Filing Date: 2018/11/26
DIA
| SP M40 (MERRILL LYNCH), SPDR DOW JONES INDUSTRIAL, DIA
2018/11/21
BUY$15,001 - $50,000
Filing Date: 2018/11/26
DWDP
| SP M81 (MERRILL LYNCH), DOWDUPONT INC., DWDP
2018/11/21
SELL$1,001 - $15,000
Filing Date: 2018/11/26
FDN
| SP M40 (MERRILL LYNCH), FIRST TRUST DJ INTERNET INDEX FUND, FDN
2018/11/21
BUY$1,001 - $15,000
Filing Date: 2018/11/26
PFE
| SP M81 (MERRILL LYNCH), PFIZER, INC., PFE
2018/11/21
SELL$1,001 - $15,000
Filing Date: 2018/11/26
QQQ
| SP M40 (MERRILL LYNCH), INVESCO QQQ TRUST, SERIES 1, QQQ
2018/11/21
BUY$1,001 - $15,000
Filing Date: 2018/11/26
RTN
| SP M81 (MERRILL LYNCH), RAYTHEON COMPANY, RTN
2018/11/21
SELL$1,001 - $15,000
Filing Date: 2018/11/26
SPG
| SP M81 (MERRILL LYNCH), SIMON PROPERTY GROUP, INC., SPG
2018/11/21
BUY$1,001 - $15,000
Filing Date: 2018/11/26
SPY
| SP M40 (MERRILL LYNCH), SPDR S&P 500, SPY
2018/11/21
BUY$15,001 - $50,000
Filing Date: 2018/11/26
SYK
| SP M81 (MERRILL LYNCH), STRYKER CORPORATION, SYK
2018/11/21
SELL$1,001 - $15,000
Filing Date: 2018/11/26
DIS
| SP M81 (MERRILL LYNCH), WALT DISNEY COMPANY, DIS
2018/11/02
BUY$1,001 - $15,000
Filing Date: 2018/11/06
HD
| Spouse, HOME DEPOT, INC., HD
2018/11/02
BUY$1,001 - $15,000
Filing Date: 2018/11/06
HD
| SP M81 (MERRILL LYNCH), HOME DEPOT, INC., HD
2018/11/02
BUY$1,001 - $15,000
Filing Date: 2018/11/06
JNJ
| SP M81 (MERRILL LYNCH), JOHNSON & JOHNSON, JNJ
2018/11/02
BUY$1,001 - $15,000
Filing Date: 2018/11/06
JPM
| SP M81 (MERRILL LYNCH), JP MORGAN CHASE & CO., JPM
2018/11/02
BUY$1,001 - $15,000
Filing Date: 2018/11/06
MCD
| SP M81 (MERRILL LYNCH), MCDONALD'S CORPORATION, MCD
2018/11/02
SELL$1,001 - $15,000
Filing Date: 2018/11/06
MCD
| Spouse, MCDONALD'S CORPORATION, MCD
2018/11/02
SELL$1,001 - $15,000
Filing Date: 2018/11/06
NEE
| SP M81 (MERRILL LYNCH), NEXTERA ENERGY, INC., NEE
2018/11/02
SELL$1,001 - $15,000
Filing Date: 2018/11/06
NOC
| SP M81 (MERRILL LYNCH), NORTHROP GRUMMAN CORPORATION, NOC
2018/11/02
BUY$1,001 - $15,000
Filing Date: 2018/11/06
PEP
| SP M81 (MERRILL LYNCH), PEPSICO, INC., PEP
2018/11/02
SELL$1,001 - $15,000
Filing Date: 2018/11/06
UTX
| SP M81 (MERRILL LYNCH), UNITED TECHNOLOGIES CORPORATION, UTX
2018/11/02
BUY$1,001 - $15,000
Filing Date: 2018/11/06
VZ
| SP M81 (MERRILL LYNCH), VERIZON COMMUNICATIONS INC., VZ
2018/11/02
SELL$1,001 - $15,000
Filing Date: 2018/11/06
WM
| SP M81 (MERRILL LYNCH), WASTE MANAGEMENT, INC., WM
2018/11/02
SELL$1,001 - $15,000
Filing Date: 2018/11/06
WMT
| SP M81 (MERRILL LYNCH), WALMART INC., WMT
2018/11/02
SELL$1,001 - $15,000
Filing Date: 2018/11/06
NOC
| SP M81 (MERRILL LYNCH), NORTHROP GRUMMAN CORPORATION, NOC
2018/10/26
SELL$1,001 - $15,000
Filing Date: 2018/10/30
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