buy

1K–15K

Republican / House / Florida

Scott Franklin

FBKWX:US

FIDELITY ADVISOR TOTAL BOND FUND

Traded

2024-08-07

Published

2025-07-04

SpouseOwner

Mutual FundAsset Type

Additional InformationSubholding of: Fidelity Roth IRA; Comments: Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.

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Trade History

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Filing Summary

(up to 15 trades from the same filing)

Traded Issuer	Published	Traded	Filed after	Type	Size
Accenture PLC ACN:US	13:05 Today	7 Aug 2024	days 330	buy	1K–15K
Air Products and Chemicals Inc APD:US	13:05 Today	7 Aug 2024	days 330	buy	1K–15K
Alphabet Inc GOOGL:US	13:05 Today	7 Aug 2024	days 330	buy	1K–15K
Amgen Inc AMGN:US	13:05 Today	7 Aug 2024	days 330	buy	1K–15K
Apple Inc AAPL:US	13:05 Today	7 Aug 2024	days 330	buy	1K–15K
Apple Inc AAPL:US	13:05 Today	30 Jan 2024	days 520	sell	1K–15K
Automatic Data Processing Inc ADP:US	13:05 Today	25 Sept 2024	days 281	buy	1K–15K
Berkshire Hathaway Inc BRK/B:US	13:05 Today	30 Jan 2024	days 520	sell	1K–15K
Berkshire Hathaway Inc BRK/B:US	13:05 Today	7 Aug 2024	days 330	buy	1K–15K
Chubb Ltd CB:US	13:05 Today	7 Aug 2024	days 330	buy	1K–15K
Comcast Corp CMCSA:US	13:05 Today	7 Aug 2024	days 330	buy	1K–15K
Costco Wholesale Corp COST:US	13:05 Today	7 Aug 2024	days 330	buy	1K–15K
FIDELITY ADVISOR TOTAL BOND FUND FBKWX:US	13:05 Today	7 Aug 2024	days 330	buy	1K–15K
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF SDVY:US	13:05 Today	7 Aug 2024	days 330	buy	1K–15K
General Dynamics Corp GD:US	13:05 Today	7 Aug 2024	days 330	buy	1K–15K

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