| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 2,750 | $55,176.5 | $55,013.75 | -$162.75 | -0.29% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 20,059 | $400,078.5 | $401,280.29 | $1,201.79 | 0.3% |
| MK Matthew Kolesky ARBOR CAPITAL MANAGEMENT Inc. /ADV | 69,644 | $1.41M | $1.39M | -$21,336.96 | -1.51% |
Keith Dubauskas One Plus One Wealth Management LLC | 21,119 | $417,757.14 | $422,063.21 | $4,306.07 | 1.03% |
| SL Shad Lamm Keystone Wealth Services LLC | 16,500 | $338,865 | $330,082.5 | -$8,782.5 | -2.59% |
| ARCA Exchange | US Country |
The company operates within the financial industry, focusing predominantly on investments in municipal debt securities whose interest earnings are exempt from regular federal income taxes. By committing at least 80% of its net assets, which include funds borrowed for investment purposes, to these tax-exempt securities, the company aims to achieve its investment objective under normal market conditions. These investments comprise a variety of municipal securities, including those with fixed, variable, or floating interest rates, allowing for diversified investment strategies that cater to different market conditions and investment goals.
At the core of its offerings, the company provides a specialized investment fund designed to cater to investors seeking tax-efficient income through exposure to the municipal bond market. The key products and services include: