9 purchases · 2 sales · 11 total

Purchases

9 trades
DateSymbolAmountAsset
2026-05-20 N/A $5,000,001 - $25,000,000 JP Morgan 3-Year Auto Callable Filing ↗
2026-05-20 N/A $1,000,001 - $5,000,000 Morgan Stanley 37-Month One-time Filing ↗
2026-02-17 N/A $1,000,001 - $5,000,000 Prudential RILA - 10% Buffer 3-year Filing ↗
2026-02-17 N/A $1,000,001 - $5,000,000 Prudential RILA - 10% Buffer 3-year Filing ↗
2026-02-17 N/A $1,000,001 - $5,000,000 Alliance Bernstein 500 Plus Index Filing ↗
2025-12-30 N/A $5,000,001 - $25,000,000 JP Morgan 3-year auto callable buffer Filing ↗
2025-12-30 N/A $5,000,001 - $25,000,000 JP Morgan 3-year auto callable buffer Filing ↗
2025-12-30 N/A $5,000,001 - $25,000,000 JP Morgan 3-year one-time callable Filing ↗
2025-12-29 N/A $5,000,001 - $25,000,000 Prudential RILA - 10% Buffer 3-year Filing ↗

Sales

2 trades
DateSymbolAmountAsset
2026-02-09 N/A $5,000,001 - $25,000,000 Brighthouse Buffered Annuity Russell Filing ↗
2026-02-09 N/A $5,000,001 - $25,000,000 Brighthouse Buffered Annuity S&P Filing ↗