Ticker | Sector | Title | Securities Owned | Date Last Transaction | ||
---|---|---|---|---|---|---|
NAVI | Security Brokers, Dealers & Flotation Companies | Dir | 36,220 | 2018-02-05 | ||
SCHW | Security Brokers, Dealers & Flotation Companies | Dir | 48,667 | 2025-05-27 |
Transaction Date | Company | Title | Form | Trade Types | Δ Securities | Δ Cash | Owned | |
---|---|---|---|---|---|---|---|---|
2025-05-27 | SCHW | Dir | 4 | A | 1,462 | $0 | 48.67K |