| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 24 | $1,176.24 | $1,303.68 | $127.44 | 10.83% |
| AW Ariel Weisbard Values Added Financial LLC | 13,593 | $621,754.53 | $736,740.6 | $114,986.07 | 18.49% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 825 | $29,922 | $44,715 | $14,793 | 49.44% |
Adam Colby Wealth Group Ltd | 11,485 | $531,549 | $620,075.15 | $88,526.15 | 16.65% |
| DC David Cantor LongView Asset Management LLC | 6,361 | $290,155.83 | $340,504.33 | $50,348.5 | 17.35% |
| BATS Exchange | US Country |
Operating within the financial services sector, the company in question is structured as an investment fund. It aims to adhere to a specific investment strategy that involves allocating at least 80% of its net assets, along with any borrowed funds intended for investment purposes, towards the component securities that constitute a particular index. This index is defined by its selection process which filters through securities included in the MSCI USA Index. The MSCI USA Index itself is renowned for representing the large- and mid-cap segments of the U.S. stock market, thus covering a substantial portion of the U.S. equity universe. The company's investment approach signifies its commitment to mirroring the performance of a benchmark that is reflective of the broader, high-capitalization U.S. market dynamics, catering to investors seeking exposure to such segments.
The company specializes in offering investment opportunities that are closely aligned with the performance of significant segments of the U.S. equity market. Here are the primary products and services it provides: