| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KZ Kevin Zemann WealthPlan Investment Management LLC | 22,437 | $760,658.89 | $957,162.42 | $196,503.53 | 25.83% |
| ARCA Exchange | US Country |
Our company specializes in offering investors exposure to non-U.S. developed market companies through dividend-paying equity securities. Focusing on large- and mid-cap stocks, we aim to invest at least 80% of our net assets, along with any borrowings intended for investment purposes, into established companies outside of the United States that demonstrate a consistent dividend payout. These equity securities include companies that are incorporated or have their primary listing on an exchange in developed markets, specifically excluding the U.S. This approach under normal market conditions provides our clients with the opportunity to diversify their investment portfolio while seeking income through dividends and potential capital appreciation from foreign developed markets.
We offer investment opportunities in dividend-paying large- and mid-cap equity securities that belong to non-U.S. developed market companies. These securities are carefully selected based on their potential for income and growth, offering clients a diversified portfolio outside of the U.S. This service focuses on identifying companies incorporated in, or listed on, exchanges within developed markets, providing stability and reliability in investments.