| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Candace Cavalier Congress Wealth Management LLC / DE / | 653,282 | $13.5M | $13.15M | -$351,407.99 | -2.6% |
Mariana Coli Dunhill Financial LLC | 195 | $4,015.36 | $3,916.57 | -$98.79 | -2.46% |
Alexandra Stickelman Root Financial Partners, LLC | 169 | $3,488 | $3,396.05 | -$91.95 | -2.64% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,844 | $37,223.98 | $37,128.94 | -$95.04 | -0.26% |
Kevin Bresler TD Waterhouse Canada Inc. | 48,500 | $986,005 | $974,607.5 | -$11,397.5 | -1.16% |
| ARCA Exchange | US Country |
This company is dedicated to offering its clients robust investment opportunities primarily in the realm of U.S. Treasury securities. By focusing chiefly on direct obligations of the U.S. Treasury, it affords its investors a conservative investment strategy that seeks to benefit from the inherent safety and reliability of government-backed securities. The firm's investment practices are designed to cater to those who prioritize security and steady returns over high-risk investment options, making it a suitable choice for conservative investors and those looking to preserve capital while earning a return on their investment.
These are long-term, medium-term, and short-term debt obligations issued by the U.S. Treasury. The fund invests in these securities as they offer a fixed rate of interest and are backed by the full faith and credit of the U.S. government, making them one of the safest investment options available.
TIPS are a type of U.S. Treasury security designed to protect investors from inflation. These securities' principal value adjusts based on changes in the Consumer Price Index (CPI), with interest payments varying accordingly. Investing in TIPS allows the fund to shield investors from the erosive effects of inflation on investment returns.
In addition to direct investments in U.S. Treasury securities, the fund seeks to gain exposure through other investment vehicles that hold Treasury obligations. This strategy may include investments in derivatives or other financial instruments that mimic the performance of U.S. Treasuries, offering the fund flexibility in achieving its investment objectives while maintaining its focus on U.S. government securities.