Jake AuchinclossFiling

Annual Report | Filed on 03 May 2024

This congressional financial disclosure from Jake Auchincloss (annual report) contains 92 stock trades. It was filed on 3 May 2024. Reported tickers include FUEPX, LCTU, DSI, QUAL, DMXF, and 22 more. Under the STOCK Act, members of Congress must disclose securities transactions within 45 days.

Want to automatically copy Pelosi trades?

Mirror Nancy Pelosi's portfolio with just one click on eToro.

Claim Free Asset Copy Automatically with eToro

Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk.

Past Performance is not an indication of future results.

Politician Name

Jake Auchincloss

Filing Type

Annual Report

Filed Date

03 May 2024

View Original Filing (PDF)

Transactions

92 transactions


SFP/MMLIS IRA - MG ⇒ Firs... FIW	P	28 Dec 2023	$1,001 - $15,000	-
SFP/MMLIS Roth IRA - MG ⇒... ESGE	P	28 Dec 2023	$1,001 - $15,000	-
SFP/MMLIS IRA - MG ⇒ SPDR... SPYX	P	28 Dec 2023	$15,001 - $50,000	-
SFP/MMLIS Roth IRA - MG ⇒... ESGD	P	28 Dec 2023	$15,001 - $50,000	-
SFP/MMLIS IRA - MG ⇒ iSha... ESGE	P	28 Dec 2023	$1,001 - $15,000	-
SFP/MMLIS IRA - MG ⇒ iSha... SUSA	P	28 Dec 2023	$15,001 - $50,000	-
SFP/MMLIS IRA - MG ⇒ iSha... ESGD	P	28 Dec 2023	$1,001 - $15,000	-
SFP/MMLIS Roth IRA - MG ⇒... FIW	P	28 Dec 2023	$1,001 - $15,000	-
SFP/MMLIS Roth IRA - MG ⇒... SUSA	P	28 Dec 2023	$15,001 - $50,000	-
SFP/MMLIS IRA - MG ⇒ Calv... CSVIX	P	28 Dec 2023	$1,001 - $15,000	-
SFP/MMLIS Roth IRA - MG ⇒... CSVIX	P	28 Dec 2023	$15,001 - $50,000	-
SFP/MMLIS IRA - MG ⇒ Hart... SCIEX	P	27 Dec 2023	$1,001 - $15,000	-
SFP/MMLIS IRA - MG ⇒ Arie... ARAIX	P	27 Dec 2023	$15,001 - $50,000	-
SFP/MMLIS Roth IRA - MG ⇒... ARAIX	P	27 Dec 2023	$15,001 - $50,000	-
SFP/MMLIS Roth IRA - MG ⇒... SCIEX	P	27 Dec 2023	$1,001 - $15,000	-
Bain 401k ⇒ Vanguard Targ...	S	21 Dec 2023	$250,001 - $500,000	Mutual Fund
SFP/MMLIS Roth IRA - MG ⇒... ARAIX	P	21 Nov 2023	$1,001 - $15,000	-
SFP/MMLIS Individual Acct... LCTU	P	23 Oct 2023	$1,001 - $15,000	-
SFP/MMLIS Individual Acct... ESGU	P	23 Oct 2023	$1,001 - $15,000	-
SFP/MMLIS Individual Acct... ESGD	S	23 Oct 2023	$1,001 - $15,000	-
SFP/MMLIS Roth IRA - JA ⇒... ESGD	S	23 Oct 2023	$1,001 - $15,000	-
SFP/MMLIS Individual Acct... LCTU	P	23 Oct 2023	$1,001 - $15,000	-
SFP/MMLIS Roth IRA - JA ⇒... ESML	S	23 Oct 2023	$1,001 - $15,000	-
SFP/MMLIS Individual Acct... DSI	P	23 Oct 2023	$1,001 - $15,000	-
SFP/MMLIS Individual Acct... ESML	S	23 Oct 2023	$1,001 - $15,000	-
SFP/MMLIS Roth IRA - JA ⇒... ESGU	P	23 Oct 2023	$1,001 - $15,000	-
SFP/MMLIS Roth IRA - JA ⇒... ESGE	P	23 Oct 2023	$1,001 - $15,000	-
SFP/MMLIS Roth IRA - JA ⇒... DSI	P	23 Oct 2023	$1,001 - $15,000	-
SFP/MMLIS Individual Acct... ESML	S	23 Oct 2023	$1,001 - $15,000	-
SFP/MMLIS Individual Acct... ESGD	S	23 Oct 2023	$1,001 - $15,000	-
SFP/MMLIS Roth IRA - JA ⇒... LCTU	P	23 Oct 2023	$1,001 - $15,000	-
Bain 401k ⇒ Vanguard Targ...	P	29 Sept 2023	$1,001 - $15,000	Mutual Fund
SFP/MMLIS Roth IRA - JA ⇒... LCTU	P	24 Jul 2023	$1,001 - $15,000	-
SFP/MMLIS Individual Acct... ESML	S (partial)	24 Jul 2023	$1,001 - $15,000	-
SFP/MMLIS Individual Acct... LCTU	P	24 Jul 2023	$1,001 - $15,000	-
SFP/MMLIS Individual Acct... ESGE	S (partial)	24 Jul 2023	$1,001 - $15,000	-
SFP/MMLIS Individual Acct... LCTD	P	24 Jul 2023	$1,001 - $15,000	-
SFP/MMLIS Roth IRA - JA ⇒... LCTD	P	24 Jul 2023	$1,001 - $15,000	-
SFP/MMLIS Individual Acct... ESGD	S (partial)	24 Jul 2023	$1,001 - $15,000	-
SFP/MMLIS Individual Acct... ESML	S (partial)	24 Jul 2023	$1,001 - $15,000	-
SFP/MMLIS Individual Acct... LCTD	P	24 Jul 2023	$1,001 - $15,000	-
SFP/MMLIS Individual Acct... IVV	P	24 Jul 2023	$1,001 - $15,000	-
SFP/MMLIS Individual Acct... LCTU	P	24 Jul 2023	$1,001 - $15,000	-
SFP/MMLIS Roth IRA - JA ⇒... ESGE	S (partial)	24 Jul 2023	$1,001 - $15,000	-
SFP/MMLIS Individual Acct... ESGD	S (partial)	24 Jul 2023	$1,001 - $15,000	-
SFP/MMLIS Roth IRA - JA ⇒... ESML	S (partial)	24 Jul 2023	$1,001 - $15,000	-
Bain 401k ⇒ Vanguard Targ...	P	30 Jun 2023	$1,001 - $15,000	Mutual Fund
SFP/MMLIS Individual Acct... ESGU	P	14 Jun 2023	$1,001 - $15,000	-
SFP/MMLIS Individual Acct... IVV	P	14 Jun 2023	$1,001 - $15,000	-
SFP/MMLIS Individual Acct... EFG	P	14 Jun 2023	$1,001 - $15,000	-
SFP/MMLIS Individual Acct... QUAL	P	14 Jun 2023	$1,001 - $15,000	-
SFP/MMLIS Individual Acct... EFV	P	14 Jun 2023	$1,001 - $15,000	-
SFP/MMLIS Individual Acct... IEMG	P	14 Jun 2023	$1,001 - $15,000	-
SFP/MMLIS Individual Acct... QUAL	P	9 Jun 2023	$1,001 - $15,000	-
SFP/MMLIS Individual Acct... IVV	P	9 Jun 2023	$1,001 - $15,000	-
SFP/MMLIS Individual Acct... ESGU	P	9 Jun 2023	$1,001 - $15,000	-
SFP/MMLIS Individual Acct... EFG	P	9 Jun 2023	$1,001 - $15,000	-
529 DC3 ⇒ EuroPacific Gro... FUEPX	P	8 Jun 2023	$1,001 - $15,000	-
529 DC3 ⇒ Capital Income ... CAIFX	P	8 Jun 2023	$1,001 - $15,000	-
529 DC3 ⇒ The Bond Fd of ... ABNFX	P	8 Jun 2023	$1,001 - $15,000	-
529 DC3 ⇒ AMCAP Fund - Cl... FMMMX	P	8 Jun 2023	$1,001 - $15,000	-
529 DC3 ⇒ Washington Mutu... FWMMX	P	8 Jun 2023	$1,001 - $15,000	-
529 DC3 ⇒ American Balanc... FBAFX	P	8 Jun 2023	$15,001 - $50,000	-
SFP/MMLIS Individual Acct... USXF	P	20 Apr 2023	$1,001 - $15,000	-
SFP/MMLIS Individual Acct... DSI	P	20 Apr 2023	$1,001 - $15,000	-
SFP/MMLIS Individual Acct... ESGE	P	20 Apr 2023	$1,001 - $15,000	-
SFP/MMLIS Individual Acct... USXF	P	20 Apr 2023	$1,001 - $15,000	-
SFP/MMLIS Individual Acct... DSI	P	20 Apr 2023	$1,001 - $15,000	-
SFP/MMLIS Individual Acct... ESML	P	20 Apr 2023	$1,001 - $15,000	-
SFP/MMLIS Individual Acct... ESML	P	20 Apr 2023	$1,001 - $15,000	-
SFP/MMLIS Individual Acct... DMXF	P	12 Apr 2023	$1,001 - $15,000	-
SFP/MMLIS Individual Acct... ESGU	P	12 Apr 2023	$1,001 - $15,000	-
SFP/MMLIS Individual Acct... LCTU	P	12 Apr 2023	$1,001 - $15,000	-
SFP/MMLIS Individual Acct... DMXF	P	12 Apr 2023	$1,001 - $15,000	-
SFP/MMLIS Individual Acct... LCTU	P	12 Apr 2023	$1,001 - $15,000	-
SFP/MMLIS Individual Acct... ESGD	P	12 Apr 2023	$1,001 - $15,000	-
SFP/MMLIS Individual Acct... ESGU	P	12 Apr 2023	$1,001 - $15,000	-
SFP/MMLIS Individual Acct... ESGD	P	12 Apr 2023	$1,001 - $15,000	-
Bain 401k ⇒ Vanguard Targ...	P	31 Mar 2023	$15,001 - $50,000	Mutual Fund
SFP/MMLIS Roth IRA - JA ⇒... ESML	S (partial)	21 Mar 2023	$1,001 - $15,000	-
SFP/MMLIS Individual Acct... LCTU	P	21 Mar 2023	$1,001 - $15,000	-
SFP/MMLIS Roth IRA - JA ⇒... LCTU	P	21 Mar 2023	$1,001 - $15,000	-
SFP/MMLIS Roth IRA - MG ⇒... ESGD	S (partial)	17 Feb 2023	$1,001 - $15,000	-
SFP/MMLIS Roth IRA - MG ⇒... ESGV	S	17 Feb 2023	$50,001 - $100,000	-
SFP/MMLIS Roth IRA - MG ⇒... CSVIX	P	17 Feb 2023	$15,001 - $50,000	-
SFP/MMLIS Roth IRA - MG ⇒... ESGE	P	17 Feb 2023	$1,001 - $15,000	-
SFP/MMLIS Roth IRA - MG ⇒... SCIEX	S (partial)	16 Feb 2023	$1,001 - $15,000	-
SFP/MMLIS Roth IRA - MG ⇒... ARAIX	P	16 Feb 2023	$15,001 - $50,000	-
SFP/MMLIS Roth IRA - JA ⇒... DSI	S (partial)	13 Jan 2023	$1,001 - $15,000	-
SFP/MMLIS Individual Acct... DSI	S (partial)	13 Jan 2023	$1,001 - $15,000	-
SFP/MMLIS Roth IRA - JA ⇒... ESGE	P	13 Jan 2023	$1,001 - $15,000	-
SFP/MMLIS Roth IRA - JA ⇒... ESGD	P	13 Jan 2023	$1,001 - $15,000	-