| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 140 | $4,775.4 | $5,820.5 | $1,045.1 | 21.89% |
| CE Curtis Ellergodt Rothschild Investment LLC | 200 | $6,295 | $8,315 | $2,020 | 32.09% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,444 | $55,754.24 | $59,969.32 | $4,215.08 | 7.56% |
Jeff Ameen Spire Wealth Management | 24,039 | $819,165.21 | $998,820.45 | $179,655.24 | 21.93% |
| SL Shad Lamm Keystone Wealth Services LLC | 7,546 | $298,746.14 | $313,611.76 | $14,865.62 | 4.98% |
| BATS Exchange | US Country |
The company is a specialized investment entity focusing on the utilization of FLEX Options to manage its portfolio. By committing at least 80% of its net assets into FLEX Options that are based on an underlying ETF, the company leverages the unique features of these exchange-traded options contracts, which include customizable terms tailored to specific investment goals. Operating with a non-diversified investment strategy, the company aims to achieve targeted returns through the strategic selection and management of these financial instruments.
This service revolves around investing in FLEX Options, which are exchange-traded options with customizable features. These options allow for tailored investment strategies, providing adaptability to various market conditions and investor needs. By focusing on options that reference underlying ETFs, the company seeks to capitalize on the performance of these ETFs through a derivative form, offering a unique approach to traditional ETF investment.