| Jun 16, 2026 |
SPY |
Purchase |
$500,001 - $1,000,000 |
— |
| Jun 16, 2026 |
SPY |
Purchase |
$50,001 - $100,000 |
— |
| Dec 24, 2025 |
HUM |
Sale |
$15,001 - $50,000 |
— |
| Dec 9, 2025 |
Vanguard Dividend Appreciati |
Sale |
$250,001 - $500,000 |
— |
| Dec 9, 2025 |
Vanguard High Dividend Yield |
Sale |
$100,001 - $250,000 |
— |
| Dec 9, 2025 |
Vanguard Russell 1000 Growth |
Sale |
$250,001 - $500,000 |
— |
| Dec 4, 2025 |
SPY |
Sale |
$100,001 - $250,000 |
— |
| Aug 7, 2025 |
The Travelers Companies, Inc |
Sale |
$1,001 - $15,000 |
— |
| Aug 4, 2025 |
Allspring Short-Term Hi Inc |
Purchase |
$500,001 - $1,000,000 |
— |
| Aug 4, 2025 |
BrandywineGLOBAL - HIGH YIEL |
Purchase |
$1,000,001 - $5,000,000 |
— |
| Aug 4, 2025 |
Franklin NJ Tax Free Income |
Purchase |
$5,000,001 - $25,000,000 |
— |
| Aug 4, 2025 |
Franklin NJ Tax Free Income |
Purchase |
$1,000,001 - $5,000,000 |
— |
| Aug 4, 2025 |
Invesco New Jersey Municipal |
Purchase |
$5,000,001 - $25,000,000 |
— |
| Aug 4, 2025 |
iShares 0-5 Year High Yield |
Purchase |
$500,001 - $1,000,000 |
— |
| Aug 4, 2025 |
iShares Fallen Angels USD Bo |
Purchase |
$1,000,001 - $5,000,000 |
— |
| Aug 4, 2025 |
Janus Henderson AAA CLO ETF |
Purchase |
$1,000,001 - $5,000,000 |
— |
| Aug 4, 2025 |
Nuveen NJ Municipal Bond A ( |
Purchase |
$1,000,001 - $5,000,000 |
— |
| Aug 4, 2025 |
Nuveen Short Duration Hi Yld |
Purchase |
$1,000,001 - $5,000,000 |
— |
| Aug 4, 2025 |
PGIM Ultra Short Bond ETF (P |
Purchase |
$500,001 - $1,000,000 |
— |
| Aug 4, 2025 |
PIMCO Income Fund Class A Sh |
Purchase |
$1,000,001 - $5,000,000 |
— |
| Aug 4, 2025 |
Vanguard Tax-Exempt Bond Ind |
Purchase |
$5,000,001 - $25,000,000 |
— |
| Aug 1, 2025 |
FISV |
Sale |
$15,001 - $50,000 |
— |
| Jul 25, 2025 |
Allspring Short-Term Hi Inc |
Purchase |
$1,000,001 - $5,000,000 |
— |
| Jul 25, 2025 |
BrandywineGLOBAL High Yield |
Purchase |
$1,000,001 - $5,000,000 |
— |
| Jul 25, 2025 |
Franklin NJ Tax Free Income |
Purchase |
$5,000,001 - $25,000,000 |
— |
| Jul 25, 2025 |
Invesco New Jersey Municipal |
Purchase |
$5,000,001 - $25,000,000 |
— |
| Jul 25, 2025 |
iShares 0-5 Year High Yield |
Purchase |
$1,000,001 - $5,000,000 |
— |
| Jul 25, 2025 |
iShares Fallen Angels USD Bo |
Purchase |
$1,000,001 - $5,000,000 |
— |
| Jul 25, 2025 |
Janus Henderson AAA CLO ETF |
Purchase |
$1,000,001 - $5,000,000 |
— |
| Jul 25, 2025 |
Nuveen NJ Municipal Bond A ( |
Purchase |
$5,000,001 - $25,000,000 |
— |
| Jul 25, 2025 |
Nuveen Short Duration Hi Yld |
Purchase |
$5,000,001 - $25,000,000 |
— |
| Jul 25, 2025 |
PGIM Ultra Short Bond ETF (P |
Purchase |
$1,000,001 - $5,000,000 |
— |
| Jul 25, 2025 |
PIMCO Income Fund Class A Sh |
Purchase |
$1,000,001 - $5,000,000 |
— |
| Jul 25, 2025 |
Vanguard Tax-Exempt Bond Ind |
Purchase |
$5,000,001 - $25,000,000 |
— |
| Jul 7, 2025 |
Allspring Short-Term Hi Inc |
Purchase |
$1,000,001 - $5,000,000 |
— |
| Jul 7, 2025 |
BrandywineGLOBAL High Yield |
Purchase |
$1,000,001 - $5,000,000 |
— |
| Jul 7, 2025 |
Franklin NJ Tax Free Income |
Purchase |
$25,000,001 - $50,000,000 |
— |
| Jul 7, 2025 |
Invesco New Jersey Municipal |
Purchase |
$25,000,001 - $50,000,000 |
— |
| Jul 7, 2025 |
iShares 0-5 Year High Yield |
Purchase |
$1,000,001 - $5,000,000 |
— |
| Jul 7, 2025 |
iShares Fallen Angels USD Bo |
Purchase |
$1,000,001 - $5,000,000 |
— |
| Jul 7, 2025 |
Janus Henderson AAA CLO ETF |
Purchase |
$1,000,001 - $5,000,000 |
— |
| Jul 7, 2025 |
Nuveen NJ Municipal Bond A ( |
Purchase |
$5,000,001 - $25,000,000 |
— |
| Jul 7, 2025 |
Nuveen Short Duration Hi Yld |
Purchase |
$5,000,001 - $25,000,000 |
— |
| Jul 7, 2025 |
PGIM Ultra Short Bond ETF (P |
Purchase |
$1,000,001 - $5,000,000 |
— |
| Jul 7, 2025 |
PIMCO Income Fund Class A Sh |
Purchase |
$5,000,001 - $25,000,000 |
— |
| Jul 7, 2025 |
Vanguard Tax-Exempt Bond Ind |
Purchase |
$25,000,001 - $50,000,000 |
— |
| Jul 1, 2025 |
FISV |
Sale |
$5,000,001 - $25,000,000 |
— |
| Jun 30, 2025 |
FISV |
Sale |
$1,000,001 - $5,000,000 |
— |
| Jun 27, 2025 |
FISV |
Sale |
$25,000,001 - $50,000,000 |
— |
| Jun 26, 2025 |
FISV |
Sale |
$5,000,001 - $25,000,000 |
— |
| Jun 24, 2025 |
FISV |
Sale |
$25,000,001 - $50,000,000 |
— |
| Jun 23, 2025 |
Allspring Short-Term Hi Inc |
Purchase |
$1,000,001 - $5,000,000 |
— |
| Jun 23, 2025 |
BrandywineGLOBAL High Yield |
Purchase |
$1,000,001 - $5,000,000 |
— |
| Jun 23, 2025 |
FISV |
Sale |
$25,000,001 - $50,000,000 |
— |
| Jun 23, 2025 |
Franklin NJ Tax Free Income |
Purchase |
$25,000,001 - $50,000,000 |
— |
| Jun 23, 2025 |
Invesco New Jersey Municipal |
Purchase |
$25,000,001 - $50,000,000 |
— |
| Jun 23, 2025 |
iShares 0-5 Year High Yield |
Purchase |
$1,000,001 - $5,000,000 |
— |
| Jun 23, 2025 |
iShares Fallen Angels USD Bo |
Purchase |
$1,000,001 - $5,000,000 |
— |
| Jun 23, 2025 |
Janus Henderson AAA CLO ETF |
Purchase |
$1,000,001 - $5,000,000 |
— |
| Jun 23, 2025 |
Nuveen NJ Municipal Bond A ( |
Purchase |
$5,000,001 - $25,000,000 |
— |
| Jun 23, 2025 |
Nuveen Short Duration Hi Yld |
Purchase |
$5,000,001 - $25,000,000 |
— |
| Jun 23, 2025 |
PGIM Ultra Short Bond ETF (P |
Purchase |
$1,000,001 - $5,000,000 |
— |
| Jun 23, 2025 |
PIMCO Income Fund Class A Sh |
Purchase |
$5,000,001 - $25,000,000 |
— |
| Jun 23, 2025 |
Vanguard Tax-Exempt Bond Ind |
Purchase |
$25,000,001 - $50,000,000 |
— |
| Jun 20, 2025 |
FISV |
Sale |
$250,001 - $500,000 |
— |
| Jun 18, 2025 |
iShares 1-3 Year Treasury Bo |
Purchase |
Over $1,000,000 |
— |
| Jun 18, 2025 |
iShares 1-3 Year Treasury Bo |
Purchase |
$100,001 - $250,000 |
— |
| Jun 18, 2025 |
iShares Broad USD High Yield |
Purchase |
$250,001 - $500,000 |
— |
| Jun 18, 2025 |
iShares Broad USD High Yield |
Purchase |
$15,001 - $50,000 |
— |
| Jun 18, 2025 |
iShares National Muni Bond E |
Purchase |
Over $1,000,000 |
— |
| Jun 18, 2025 |
iShares National Muni Bond E |
Purchase |
$50,001 - $100,000 |
— |
| Jun 18, 2025 |
Vanguard Dividend Appreciati |
Purchase |
Over $1,000,000 |
— |
| Jun 18, 2025 |
Vanguard Dividend Appreciati |
Purchase |
$500,001 - $1,000,000 |
— |
| Jun 18, 2025 |
Vanguard High Dividend Yield |
Purchase |
Over $1,000,000 |
— |
| Jun 18, 2025 |
Vanguard High Dividend Yield |
Purchase |
$500,001 - $1,000,000 |
— |
| Jun 18, 2025 |
Vanguard High Dividend Yield |
Purchase |
$1,001 - $15,000 |
— |
| Jun 18, 2025 |
Vanguard High Dividend Yield |
Purchase |
$250,001 - $500,000 |
— |
| Jun 18, 2025 |
Vanguard Russell 1000 Growth |
Purchase |
$5,000,001 - $25,000,000 |
— |
| Jun 18, 2025 |
Vanguard Russell 1000 Growth |
Purchase |
Over $1,000,000 |
— |
| Jun 18, 2025 |
Vanguard Russell 1000 Growth |
Purchase |
$500,001 - $1,000,000 |
— |
| Jun 18, 2025 |
Vanguard Tax-Exempt Bond Ind |
Purchase |
Over $1,000,000 |
— |
| Jun 18, 2025 |
Vanguard Tax-Exempt Bond Ind |
Purchase |
$50,001 - $100,000 |
— |
| Jun 17, 2025 |
FISV |
Sale |
$5,000,001 - $25,000,000 |
— |
| Jun 16, 2025 |
FISV |
Sale |
$5,000,001 - $25,000,000 |
— |
| Jun 10, 2025 |
FISV |
Sale |
$250,001 - $500,000 |
— |
| Jun 9, 2025 |
FISV |
Sale |
$25,000,001 - $50,000,000 |
— |
| Jun 6, 2025 |
FISV |
Sale |
$25,000,001 - $50,000,000 |
— |
| Jun 6, 2025 |
Fiserv Option contract sale |
Sale |
$500,001 - $1,000,000 |
— |
| Jun 5, 2025 |
FISV |
Sale |
$5,000,001 - $25,000,000 |
— |
| Jun 4, 2025 |
FISV |
Sale |
$25,000,001 - $50,000,000 |
— |
| May 30, 2025 |
FISV |
Sale |
$25,000,001 - $50,000,000 |
— |
| May 29, 2025 |
FISV |
Sale |
$5,000,001 - $25,000,000 |
— |
| May 27, 2025 |
FISV |
Sale |
$1,000,001 - $5,000,000 |
— |
| May 20, 2025 |
FISV |
Sale |
$5,000,001 - $25,000,000 |
— |
| May 19, 2025 |
FISV |
Sale |
$25,000,001 - $50,000,000 |
— |
| May 19, 2025 |
Fiserv Option contract sale |
Sale |
$1,000,001 - $5,000,000 |
— |
| May 16, 2025 |
FISV |
Sale |
$5,000,001 - $25,000,000 |
— |