| Tue, May 19, 2020 |
JPM SP E62 (Edward Jones) JP Morgan Chase & Co. |
Buy |
— | $15,001 - $50,000 |
house_20016729 ↗ |
| Tue, May 19, 2020 |
JPM WF 10 (Wells Fargo Financial) JP Morgan Chase & Co. |
Buy |
— | $1,001 - $15,000 |
house_20016729 ↗ |
| Tue, May 19, 2020 |
WFC WF 69 (Wells Fargo Financial) otis Worldwide Corporation (oTIS) [ST] |
Sell |
— | $1,001 - $15,000 |
house_20016729 ↗ |
| Tue, May 19, 2020 |
WFC WF 69 (Wells Fargo Financial) PNC FINaNCIaL SERVICES UNSECUREd FIX To FLoaT CaLLabLE SER R PERPTL CPN 4.850% dUE 05/29/49 [oT] |
Buy |
— | $50,001 - $100,000 |
house_20016729 ↗ |
| Tue, May 19, 2020 |
VIG Vanguard div appreciation ETF (VIg) [ST] |
Buy |
SP | $15,001 - $50,000 |
house_20016729 ↗ |
| Tue, May 19, 2020 |
WFC WF 31 (Wells Fargo Financial) Vanguard div appreciation ETF (VIg) [ST] |
Buy |
— | $15,001 - $50,000 |
house_20016729 ↗ |
| Tue, May 19, 2020 |
VZ WF 10 (Wells Fargo Financial) Verizon Communications Inc. |
Buy |
— | $15,001 - $50,000 |
house_20016729 ↗ |
| Tue, May 12, 2020 |
— UIT FIRST TRUST dIVERSIFIEd INCoME & gRoWTH PoRT SER 2015 [oT] |
Sell |
SP | $50,001 - $100,000 |
house_20016729 ↗ |
| Mon, May 11, 2020 |
WFC WF 69 (Wells Fargo Financial) SPdarden Restaurants, Inc. (dRI) [ST] |
Buy |
— | $15,001 - $50,000 |
house_20016729 ↗ |
| Mon, May 11, 2020 |
JNJ Johnson & Johnson |
Buy |
SP | $15,001 - $50,000 |
house_20016729 ↗ |
| Mon, May 11, 2020 |
PG Procter & gamble Company (Pg) [ST] |
Buy |
SP | $15,001 - $50,000 |
house_20016729 ↗ |
| Fri, Apr 24, 2020 |
WFC WF 10 (Wells Fargo Financial) boFa FIN LLC 0% 1Y: LKd To S&P 500 INdEX dUE 04/24/2020 CPN 0.000% dUE 04/24/20 [oT] |
Sell |
— | $50,001 - $100,000 |
house_20016520 ↗ |
| Fri, Apr 24, 2020 |
WFC WF 10 (Wells Fargo Financial) LoCaTIoN: US dESCRIPTIoN: boFa FIN LLC 0% 1Y: LKd To S&P 500 INdEX dUE 04/24/2020 CPN 0.000% dUE 04/24/20 Redemption boFa FIN LLC 0% 1Y: LKd To S&P 500 INdEX dUE 04/24/2020 CPN 0.000% dUE 04/24/20 [oT] |
Sell |
— | $15,001 - $50,000 |
house_20016520 ↗ |
| Thu, Apr 23, 2020 |
— UIT INVESCo UNIT TRS CENT EQUITY TR dIVERSFEd SER 2016- [oT] |
Sell |
SP | $100,001 - $250,000 |
house_20016520 ↗ |
| Wed, Apr 22, 2020 |
WFC WF 53 (Wells Fargo Financial) SPamerican Capital Income [oT] |
Buy |
— | $1,001 - $15,000 |
house_20016520 ↗ |
| Wed, Apr 22, 2020 |
— SP E62 (Edward Jones) SPamerican Fundamental Investors [oT] |
Buy |
— | $1,001 - $15,000 |
house_20016520 ↗ |
| Wed, Apr 22, 2020 |
— SP E62 (Edward Jones) LoCaTIoN: US dESCRIPTIoN: american Fundamental Investors SPamerican growth Fund [oT] |
Buy |
— | $1,001 - $15,000 |
house_20016520 ↗ |
| Wed, Apr 22, 2020 |
— SP E62 (Edward Jones) LoCaTIoN: US dESCRIPTIoN: american growth Fund SPamerican New Perspective Cl a [oT] |
Buy |
— | $1,001 - $15,000 |
house_20016520 ↗ |
| Wed, Apr 22, 2020 |
— SP E62 (Edward Jones) LoCaTIoN: US dESCRIPTIoN: american New Perspective Cl a SPamerican Tax-exempt bond Fd [oT] |
Buy |
— | $1,001 - $15,000 |
house_20016520 ↗ |
| Wed, Apr 22, 2020 |
CVX Chevron Corporation |
Buy |
SP | $15,001 - $50,000 |
house_20016520 ↗ |
| Wed, Apr 22, 2020 |
DUK duke Energy Corporation (dUK) [ST] |
Buy |
— | $15,001 - $50,000 |
house_20016520 ↗ |
| Wed, Apr 22, 2020 |
EMR Emerson Electric Company |
Buy |
SP | $15,001 - $50,000 |
house_20016520 ↗ |
| Wed, Apr 22, 2020 |
— Franklin Rising dividend Cl a [oT] |
Buy |
SP | $1,001 - $15,000 |
house_20016520 ↗ |
| Wed, Apr 22, 2020 |
DGRO iShares Core dividend growth ETF (dgRo) [ST] |
Buy |
— | $15,001 - $50,000 |
house_20016520 ↗ |
| Wed, Apr 22, 2020 |
MPC Marathon Petroleum Corporation |
Buy |
SP | $15,001 - $50,000 |
house_20016520 ↗ |
| Wed, Apr 15, 2020 |
AMZN amazon.com, Inc. (aMZN) [ST] |
Buy |
— | $15,001 - $50,000 |
house_20016520 ↗ |
| Wed, Apr 15, 2020 |
AMZN WF 10 (Wells Fargo Financial) amazon.com, Inc. (aMZN) [ST] |
Buy |
— | $15,001 - $50,000 |
house_20016520 ↗ |
| Wed, Apr 15, 2020 |
AAPL SP E62 (Edward Jones) LoCaTIoN: US (aaPL) [ST] |
Buy |
— | $15,001 - $50,000 |
house_20016520 ↗ |
| Wed, Apr 15, 2020 |
AAPL WF 53 (Wells Fargo Financial) apple Inc. (aaPL) [ST] |
Buy |
— | $50,001 - $100,000 |
house_20016520 ↗ |
| Wed, Apr 15, 2020 |
JPM SP E62 (Edward Jones) JPMoRgaN CHaSE & Co FIXEd/FLoaT JR SbRdNTd CaLLabLE PERPETUaL MaT CPN 88.875% dUE 12/29/49 [oT] |
Buy |
— | $50,001 - $100,000 |
house_20016520 ↗ |
| Wed, Apr 15, 2020 |
JPM WF 10 (Wells Fargo Financial) LoCaTIoN: US dESCRIPTIoN: JPMoRgaN CHaSE & Co FIXEd/FLoaT JR SbRdNTd CaLLabLE PERPETUaL MaT CPN 88.875% dUE 12/29/49 JPMoRgaN CHaSE & Co JR SUboRdINaTEd FIX/FLT CaLLabLE PERP MaT SER CC CPN 4.625% dUE 12/31/49 [oT] |
Buy |
— | $50,001 - $100,000 |
house_20016520 ↗ |
| Wed, Apr 15, 2020 |
JPM WF 10 (Wells Fargo Financial) LoCaTIoN: US dESCRIPTIoN: JPMoRgaN CHaSE & Co JR SUboRdINaTEd FIX/FLT CaLLabLE PERP MaT SER CC CPN 4.625% dUE 12/31/49 JPMoRgaN CHaSE & Co JR SUboRdINaTEd FIX/FLT CaLLabLE PERP MaT SER CC CPN 4.625% dUE 12/31/49 [oT] |
Buy |
— | $50,001 - $100,000 |
house_20016520 ↗ |
| Wed, Apr 15, 2020 |
VIG LoCaTIoN: US dESCRIPTIoN: UIT INVESCo UNIT TRS CENT EQUITY TR dIVERSFEd SER 2016- Redemption Vanguard div appreciation ETF (VIg) [ST] |
Buy |
— | $50,001 - $100,000 |
house_20016520 ↗ |
| Wed, Apr 15, 2020 |
WFC WF 10 (Wells Fargo Financial) Vanguard div appreciation ETF (VIg) [ST] |
Buy |
— | $50,001 - $100,000 |
house_20016520 ↗ |
| Wed, Apr 15, 2020 |
WFC WF 69 (Wells Fargo Financial) Vanguard div appreciation ETF (VIg) [ST] |
Buy |
— | $15,001 - $50,000 |
house_20016520 ↗ |
| Mon, Apr 13, 2020 |
DRI darden Restaurants, Inc. (dRI) [ST] |
Buy |
— | $15,001 - $50,000 |
house_20016520 ↗ |
| Mon, Apr 6, 2020 |
AEP american Electric Power Company, Inc. (aEP) [ST] |
Buy |
— | $15,001 - $50,000 |
house_20016520 ↗ |
| Mon, Apr 6, 2020 |
DGRO iShares Core dividend growth ETF (dgRo) [ST] |
Buy |
— | $15,001 - $50,000 |
house_20016520 ↗ |
| Mon, Apr 6, 2020 |
DGRO iShares Core dividend growth ETF (dgRo) [ST] |
Buy |
— | $1,001 - $15,000 |
house_20016520 ↗ |
| Mon, Apr 6, 2020 |
SO Southern Company (So) [ST] |
Buy |
SP | $15,001 - $50,000 |
house_20016520 ↗ |
| Fri, Mar 27, 2020 |
WFC WF 95 (Wells Fargo Financial) LoCaTIoN: US dESCRIPTIoN: baNK NoVa SCoTIa 0% bLS bC CaPPEd LEVERagEd INdX RETURN MTY 03/27/20 CPN 0.000% dUE 03/27/20 Transfer to WF 10 baNK NoVa SCoTIa 0% EdP bC CaPPEd LEVERagEd INdX RETURN MTY 03/27/20 CPN 0.000% dUE 03/27/20 [oT] |
Sell |
— | $50,001 - $100,000 |
house_20016346 ↗ |
| Fri, Mar 27, 2020 |
WFC WF 95 (Wells Fargo Financial) LoCaTIoN: US dESCRIPTIoN: HSbC USa INC 0% bLS aUToCaLL LKd EURo SToXX 50 IdX dUE 08/25/2022 CPN 0.000% dUE 08/25/22 dTd 08/31/17 Transfer to WF 10 HSbC USa INC 0% EdP NTS LKd To EURo SToXX 50 INdEX MTY 03/27/20 CPN 0.000% dUE 03/27/20 [oT] |
Sell |
— | $15,001 - $50,000 |
house_20016346 ↗ |
| Wed, Mar 18, 2020 |
WFC WF 69 (Wells Fargo Financial) american Electric Power Company, Inc. (aEP) [ST] |
Sell |
— | $15,001 - $50,000 |
house_20016346 ↗ |
| Wed, Mar 18, 2020 |
DEO diageo plc (dEo) [ST] |
Sell |
— | $1,001 - $15,000 |
house_20016346 ↗ |
| Wed, Mar 18, 2020 |
WFC WF 69 (Wells Fargo Financial) diageo plc (dEo) [ST] |
Sell |
— | $1,001 - $15,000 |
house_20016346 ↗ |
| Wed, Mar 18, 2020 |
WFC WF 53 (Wells Fargo Financial) LoCaTIoN: US dESCRIPTIoN: HSbC USa INC 0% EdP NTS LKd To EURo SToXX 50 INdEX MTY 03/27/20 CPN 0.000% dUE 03/27/20 Redemption Northrop grumman Corporation (NoC) [ST] |
Sell |
— | $15,001 - $50,000 |
house_20016346 ↗ |
| Wed, Mar 18, 2020 |
LUV Southwest airlines Company |
Sell |
SP | $15,001 - $50,000 |
house_20016346 ↗ |
| Wed, Mar 18, 2020 |
LUV WF 31 (Wells Fargo Financial) Southwest airlines Company |
Sell |
— | $15,001 - $50,000 |
house_20016346 ↗ |
| Wed, Mar 18, 2020 |
WFC WF 25 (Wells Fargo Financial) SPdR dow Jones Industrial average ETF (dIa) [ST] |
Sell |
— | $1,001 - $15,000 |
house_20016346 ↗ |
| Wed, Mar 18, 2020 |
WFC WF 53 (Wells Fargo Financial) SPdR dow Jones Industrial average ETF (dIa) [ST] |
Sell |
— | $1,001 - $15,000 |
house_20016346 ↗ |