| Ticker | Asset | Value |
|---|---|---|
| — | Los Angeles, CA, US 150 Main Street Trust ⇒ 150 Main Street LLC ⇒ Residential real property RP | $1.0M–5M |
| — | 150 Main Street Trust ⇒ 150 Main Street LLC ⇒ Residential real property RP | $1.0M–5M |
| — | 150 Main Street Trust ⇒ Bank of America ⇒ Columbia Contrarian Core Fund Class Z MF | $1.0M–5M |
| IJH | 150 Main Street Trust ⇒ Bank of America ⇒ iShares Core S&P Mid-Cap ETF EF | $1.0M–5M |
| IGM | 150 Main Street Trust ⇒ Bank of America ⇒ iShares Expanded Tech Sector ETF EF | $1.0M–5M |
| MEIKX | 150 Main Street Trust ⇒ Bank of America ⇒ MFS Value Fund Class R6 MF | $1.0M–5M |
| NVDA | 150 Main Street Trust ⇒ Bank of America ⇒ NVIDIA Corporation ST | $1.0M–5M |
| — | 150 Main Street Trust ⇒ Dylan Property, LLC ⇒ Residential real property RP | $1.0M–5M |
| — | Falls Church, VA, US 150 Main Street Trust ⇒ Main Line VA, LLC ⇒ Residential real property RP | $1.0M–5M |
| — | Alexandria, VA, US 150 Main Street Trust ⇒ Pershing Advisor Solutions LLC Brokerage ⇒ Audent GAM Fund I LP HE | $1.0M–5M |
| — | 150 Main Street Trust ⇒ Pershing Advisor Solutions LLC Brokerage ⇒ Audent GAM Venture Fund II, LLC HE | $1.0M–5M |
| — child | Alexandria, CA, US Family trust ⇒ John Hancock Universal Life Insurance Policy WU | $1.0M–5M |
| AAPL | 150 Main Street Trust ⇒ Bank of America ⇒ Apple Inc. ST | $500k–1M |
| — | 150 Main Street Trust ⇒ Bank of America ⇒ Artisan International Value Fund Institutional Shares MF | $500k–1M |
| — | 150 Main Street Trust ⇒ Bank of America ⇒ Columbia Dividend Income Fund MF | $500k–1M |
| FDLXX | 150 Main Street Trust ⇒ Bank of America ⇒ Fidelity Treasury Only Money Market Fund BA | $500k–1M |
| — | 150 Main Street Trust ⇒ Bank of America ⇒ iShares MSCI EAFE Value ETF EF | $500k–1M |
| TGVIX | 150 Main Street Trust ⇒ Bank of America ⇒ Thornburg International Value Fund Class I MF | $500k–1M |
| VEA | 150 Main Street Trust ⇒ Bank of America ⇒ Vanguard FTSE Developed Markets ETF EF | $500k–1M |
| — | 150 Main Street Trust ⇒ Bank of America - municipal securities ⇒ Los Angeles, CA, Uni. Sch. Dist. Bonds GS | $500k–1M |
| — | 150 Main Street Trust ⇒ Bank of America - municipal securities ⇒ Mount San Jacinto, CA, Cmnty. College Dist. Bonds GS | $500k–1M |
| — | 150 Main Street Trust ⇒ Bank of America - municipal securities ⇒ University, CA Revenue Bonds GS | $500k–1M |
| — | Los Angeles, CA, US 150 Main Street Trust ⇒ Graham Park 90 LLC ⇒ Residential real property RP | $500k–1M |
| — | 150 Main Street Trust ⇒ Pershing Advisor Solutions LLC Brokerage ⇒ Audent Real Estate Opportunity Fund I, L.P. HE | $500k–1M |
| — | 150 Main Street Trust ⇒ Pershing Advisor Solutions LLC Brokerage ⇒ Vista-AGAM OpCo LP HE | $500k–1M |
| Ticker | Amount | Traded | Disclosed | ||
|---|---|---|---|---|---|
| sold (part) | DASH | $1k–15k | 2026-08-28 | 2026-09-04 | filing · analyze |
| bought | ETN | $15k–50k | 2026-08-27 | 2026-09-04 | filing · analyze |
| sold | NKE | $15k–50k | 2026-08-27 | 2026-09-04 | filing · analyze |
| bought | PWR | $15k–50k | 2026-08-27 | 2026-09-04 | filing · analyze |
| bought | GS | $1k–15k | 2026-08-26 | 2026-09-04 | filing · analyze |
| sold | PHR | $1k–15k | 2026-08-26 | 2026-09-04 | filing · analyze |
| bought | WMT | $1k–15k | 2026-08-26 | 2026-09-04 | filing · analyze |
| bought | WPM | $1k–15k | 2026-08-26 | 2026-09-04 | filing · analyze |
| sold | LAMR | $15k–50k | 2026-08-25 | 2026-09-04 | filing · analyze |
| sold (part) | PHR | $1k–15k | 2026-08-25 | 2026-09-04 | filing · analyze |
| sold (part) | LAMR | $15k–50k | 2026-08-24 | 2026-09-04 | filing · analyze |
| bought | AGIO | $1k–15k | 2026-08-20 | 2026-09-04 | filing · analyze |
| bought | AORT | $1k–15k | 2026-08-20 | 2026-09-04 | filing · analyze |
| bought | ATRC | $1k–15k | 2026-08-20 | 2026-09-04 | filing · analyze |
| bought | CECO | $1k–15k | 2026-08-20 | 2026-09-04 | filing · analyze |
| bought | HMN | $1k–15k | 2026-08-20 | 2026-09-04 | filing · analyze |
| sold (part) | LAMR | $15k–50k | 2026-08-20 | 2026-09-04 | filing · analyze |
| sold (part) | META | $1k–15k | 2026-08-20 | 2026-09-04 | filing · analyze |
| bought | KMX | $1k–15k | 2026-08-19 | 2026-09-04 | filing · analyze |
| bought | CDW | $1k–15k | 2026-08-19 | 2026-09-04 | filing · analyze |
| bought | CSGP | $1k–15k | 2026-08-19 | 2026-09-04 | filing · analyze |
| sold | DLTR | $15k–50k | 2026-08-19 | 2026-09-04 | filing · analyze |
| bought | FSV | $1k–15k | 2026-08-19 | 2026-09-04 | filing · analyze |
| bought | GMED | $15k–50k | 2026-08-19 | 2026-09-04 | filing · analyze |
| bought | 150 Main Street Trust > Bank of America New Jersey Health Care Facilities Financing Authority Revenue Bonds GS | $250k–500k | 2026-08-19 | 2026-09-04 | filing |
| sold (part) child | AMD | $1k–15k | 2026-08-18 | 2026-09-04 | filing · analyze |
| bought | APH | $1k–15k | 2026-08-18 | 2026-09-04 | filing · analyze |
| sold (part) | APP | $1k–15k | 2026-08-18 | 2026-09-04 | filing · analyze |
| bought | BSX | $1k–15k | 2026-08-18 | 2026-09-04 | filing · analyze |
| sold (part) | NET | $1k–15k | 2026-08-18 | 2026-09-04 | filing · analyze |
| sold | COHR | $1k–15k | 2026-08-18 | 2026-09-04 | filing · analyze |
| sold | COIN | $1k–15k | 2026-08-18 | 2026-09-04 | filing · analyze |
| sold (part) | CCI | $1k–15k | 2026-08-18 | 2026-09-04 | filing · analyze |
| bought | PODD | $1k–15k | 2026-08-18 | 2026-09-04 | filing · analyze |
| bought | IBM | $1k–15k | 2026-08-18 | 2026-09-04 | filing · analyze |
| bought | INTU | $1k–15k | 2026-08-18 | 2026-09-04 | filing · analyze |
| bought | MSFT | $15k–50k | 2026-08-18 | 2026-09-04 | filing · analyze |
| sold (part) | NVDA | $1k–15k | 2026-08-18 | 2026-09-04 | filing · analyze |
| sold (part) | TSLA | $1k–15k | 2026-08-18 | 2026-09-04 | filing · analyze |
| bought | TTD | $1k–15k | 2026-08-18 | 2026-09-04 | filing · analyze |
| bought | TYL | $1k–15k | 2026-08-18 | 2026-09-04 | filing · analyze |
| sold (part) | VRSK | $1k–15k | 2026-08-18 | 2026-09-04 | filing · analyze |
| bought | WDAY | $1k–15k | 2026-08-18 | 2026-09-04 | filing · analyze |
| bought | SHAK | $1k–15k | 2026-08-11 | 2026-09-04 | filing · analyze |
| sold (part) | TXRH | $1k–15k | 2026-08-11 | 2026-09-04 | filing · analyze |
| sold (part) | DCO | $1k–15k | 2026-08-07 | 2026-09-04 | filing · analyze |
| bought | HLI | $1k–15k | 2026-08-07 | 2026-09-04 | filing · analyze |
| bought | MOG.A | $15k–50k | 2026-08-07 | 2026-09-04 | filing · analyze |
| bought | NEO | $1k–15k | 2026-08-07 | 2026-09-04 | filing · analyze |
| bought | SKHY | $1k–15k | 2026-08-07 | 2026-09-04 | filing · analyze |
| bought | SNOW | $1k–15k | 2026-08-07 | 2026-09-04 | filing · analyze |
| sold | STRL | $15k–50k | 2026-08-07 | 2026-09-04 | filing · analyze |
| sold | EA | $1k–15k | 2026-08-05 | 2026-09-04 | filing · analyze |
| sold (part) | NXPI | $1k–15k | 2026-08-05 | 2026-09-04 | filing · analyze |
| bought | APG | $1k–15k | 2026-08-04 | 2026-09-04 | filing · analyze |
| bought | MSB | $15k–50k | 2026-07-31 | 2026-08-14 | filing · analyze |
| bought | ALKS | $15k–50k | 2026-07-30 | 2026-08-14 | filing · analyze |
| sold | CRNX | $15k–50k | 2026-07-30 | 2026-08-14 | filing · analyze |
| bought | PRAX | $1k–15k | 2026-07-30 | 2026-08-14 | filing · analyze |
| sold (part) | ADBE | $1k–15k | 2026-07-24 | 2026-08-14 | filing · analyze |
| sold | BABA | $100k–250k | 2026-07-24 | 2026-08-14 | filing · analyze |
| exchanged | NSA | $15k–50k | 2026-07-23 | 2026-08-14 | filing · analyze |
| sold | FDX | $1k–15k | 2026-07-21 | 2026-08-14 | filing · analyze |
| bought | GBCI | $1k–15k | 2026-07-21 | 2026-08-14 | filing · analyze |
| bought | SAIL | $1k–15k | 2026-07-21 | 2026-08-14 | filing · analyze |
| sold (part) | VIAV | $1k–15k | 2026-07-21 | 2026-08-14 | filing · analyze |
| bought child | ACN | $1k–15k | 2026-07-17 | 2026-08-14 | filing · analyze |
| bought | AMD | $1k–15k | 2026-07-17 | 2026-08-14 | filing · analyze |
| bought | APP | $1k–15k | 2026-07-17 | 2026-08-14 | filing · analyze |
| bought | COIN | $1k–15k | 2026-07-17 | 2026-08-14 | filing · analyze |
| sold | CMCSA | $1k–15k | 2026-07-17 | 2026-08-14 | filing · analyze |
| sold | STZ | $1k–15k | 2026-07-17 | 2026-08-14 | filing · analyze |
| bought | CRWD | $1k–15k | 2026-07-17 | 2026-08-14 | filing · analyze |
| sold | DD | $1k–15k | 2026-07-17 | 2026-08-14 | filing · analyze |
| sold (part) | EA | $1k–15k | 2026-07-17 | 2026-08-14 | filing · analyze |
| sold | IBM | $1k–15k | 2026-07-17 | 2026-08-14 | filing · analyze |
| sold (part) | KVUE | $1k–15k | 2026-07-17 | 2026-08-14 | filing · analyze |
| sold | LITE | $1k–15k | 2026-07-17 | 2026-08-14 | filing · analyze |
| bought | MRVL | $1k–15k | 2026-07-17 | 2026-08-14 | filing · analyze |
| bought | MSFT | $15k–50k | 2026-07-17 | 2026-08-14 | filing · analyze |
| bought | NVDA | $1k–15k | 2026-07-17 | 2026-08-14 | filing · analyze |
| bought | PLTR | $1k–15k | 2026-07-17 | 2026-08-14 | filing · analyze |
| sold | PSKY | $1k–15k | 2026-07-17 | 2026-08-14 | filing · analyze |
| sold (part) | PGR | $1k–15k | 2026-07-17 | 2026-08-14 | filing · analyze |
| bought | TTD | $1k–15k | 2026-07-17 | 2026-08-14 | filing · analyze |
| sold (part) | UBER | $1k–15k | 2026-07-17 | 2026-08-14 | filing · analyze |
| sold (part) | VZ | $1k–15k | 2026-07-17 | 2026-08-14 | filing · analyze |
| bought | WDC | $1k–15k | 2026-07-17 | 2026-08-14 | filing · analyze |
| sold (part) | ZTS | $1k–15k | 2026-07-17 | 2026-08-14 | filing · analyze |
| bought | AORT | $1k–15k | 2026-07-16 | 2026-08-14 | filing · analyze |
| bought | COMP | $1k–15k | 2026-07-16 | 2026-08-14 | filing · analyze |
| bought | CSW | $1k–15k | 2026-07-16 | 2026-08-14 | filing · analyze |
| bought | EPAC | $1k–15k | 2026-07-16 | 2026-08-14 | filing · analyze |
| sold | FN | $15k–50k | 2026-07-16 | 2026-08-14 | filing · analyze |
| bought | FERG | $1k–15k | 2026-07-16 | 2026-08-14 | filing · analyze |
| bought | HLI | $1k–15k | 2026-07-16 | 2026-08-14 | filing · analyze |
| sold (part) | LAMR | $1k–15k | 2026-07-16 | 2026-08-14 | filing · analyze |
| sold (part) | MTSI | $1k–15k | 2026-07-16 | 2026-08-14 | filing · analyze |
| sold (part) | RBC | $1k–15k | 2026-07-16 | 2026-08-14 | filing · analyze |
| sold (part) | SMTC | $1k–15k | 2026-07-16 | 2026-08-14 | filing · analyze |