| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Woodard & Co Asset Management Woodard & Co Asset Management Group Inc. | 5,700 | $107,901 | $114,057 | $6,156 | 5.71% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 27,172 | $514,365.96 | $543,711.72 | $29,345.76 | 5.71% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 144,077 | $2.73M | $2.89M | $162,129.85 | 5.94% |
| AB Andrew Blass Atlantic Private Wealth LLC | 5,200 | $98,436 | $104,052 | $5,616 | 5.71% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 11,300 | $213,909 | $226,339 | $12,430 | 5.81% |
| BATS Exchange | US Country |
The Fund is designed to deliver specific financial outcomes contingent upon the investor's commitment to hold shares throughout the entire Outcome Period. This unique feature requires that investors be mindful of both the starting and ending dates of the Outcome Period to fully realize the expected results. However, it is essential to understand that no guarantees are provided regarding the success of these outcomes or the overall investment objectives of the Fund.
These investment options are tailored to meet predefined financial targets over specified periods. Investors must hold onto their shares from the beginning to the end of the designated Outcome Period to take advantage of the potential returns.
This service provides detailed insights and performance metrics throughout the Outcome Period, allowing investors to monitor their progress and understand how market fluctuations might affect their investments.
These strategies aim to mitigate potential losses and enhance the likelihood of achieving the desired outcomes. Strategies may include diversification, asset allocation, and careful selection of investment types based on market conditions.
To assist investors in comprehending the intricacies of the Fund and its outcomes, educational resources are made available. These may include workshops, webinars, and written materials that cover key investment concepts and strategies.
Recognizing that each investor has unique goals and risk tolerances, the Fund offers personalized investment plans that align with individual financial aspirations while capitalizing on the benefits of the Outcome Period.