| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 100,429 | $1.71M | $1.74M | $27,539.13 | 1.61% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 30,333 | $510,102.28 | $524,154.24 | $14,051.96 | 2.75% |
Jessica Vickery BlueChip Wealth Advisors LLC | 23,881 | $407,346.82 | $412,663.68 | $5,316.86 | 1.31% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 10,186 | $173,569.5 | $176,014.08 | $2,444.58 | 1.41% |
| NASDAQ (NMS) Exchange | US Country |
This company is dedicated to offering investment opportunities that focus primarily on municipal debt securities, which are designed to provide tax-exempt income. These securities are essentially financial instruments issued by various governmental entities across the United States, including states, territories, the District of Columbia, and their respective political subdivisions, agencies, authorities, and instrumentalities. The goal of the fund is to pursue its investment objective under normal market conditions by ensuring at least 80% of its net assets, in addition to any investment borrowings, are allocated towards these tax-advantaged municipal debt securities.
The company specializes in a range of investment products focused on municipal debt securities, aiming to provide investors with opportunities to achieve tax-exempt income. Below are the key products and services offered: