| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Larry Herold Herold Advisors Inc. | 128,882 | $4.15M | $5.5M | $1.34M | 32.35% |
| DW Darren Woolson Asset Allocation Strategies LLC | 53,867 | $1.45M | $2.25M | $802,162.65 | 55.5% |
Christopher C. Powers Farther Finance Advisors, LLC | 131 | $4,468.09 | $5,478.42 | $1,010.33 | 22.61% |
PETER KRUSSEL Southland Equity Partners LLC | 9,319 | $255,959.18 | $397,222.37 | $141,263.19 | 55.19% |
| ARCA Exchange | US Country |
The described company operates an investment fund that specializes in generating high-quality income by investing internationally. This fund strategically focuses on a diverse array of long-only international securities from companies based outside the United States. By maintaining an investment strategy that places at least 80% of its total assets into the securities selected by its index, along with ADRs (American Depositary Receipts) and GDRs (Global Depositary Receipts) that are based on those securities, the fund aims to provide its investors with exposure to a high-quality, income-oriented selection of international stocks. The fund's approach is designed for investors seeking to diversify their income sources through international investments, while focusing on high-quality assets.
This service involves the strategic investment in a diversified portfolio of international securities issued by non-U.S.-based companies. By focusing on long-only positions, the company seeks to capture the growth and income potential of these foreign entities for its investors.
The fund specifically targets companies that are poised to provide a high-quality source of income, ensuring that investors have exposure to assets that aim to deliver steady and potentially lucrative returns. This is achieved by carefully selecting securities that contribute to a high-quality, income-oriented investment portfolio.
To broaden investor access to global markets and enhance the fund's international diversification, a significant portion of the investments includes ADRs (American Depositary Receipts) and GDRs (Global Depositary Receipts). These instruments allow investors to hold shares in foreign companies while receiving dividends and capital gains in U.S. dollars, facilitating an efficient way to invest internationally.