| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,101 | $31,543.54 | $27,695.65 | -$3,847.89 | -12.2% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 226,591 | $5.73M | $5.7M | -$26,586.81 | -0.46% |
| GAG Goodman Advisory Group LLC Goodman Advisory Group LLC | 273,644 | $6.69M | $6.88M | $196,021.95 | 2.93% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 25 | $653.25 | $628.75 | -$24.5 | -3.75% |
| TG Tyler Glazier New Millennium Group LLC | 3,200 | $76,992.4 | $80,416 | $3,423.6 | 4.45% |
| ARCA Exchange | US Country |
The company operates in the financial sector, specifically within the investment fund niche. It focuses on generating income through investments in tax-exempt municipal securities. By adhering to a strategy of investing primarily in instruments that make up its underlying index, the company caters to investors looking for tax-advantaged income. This underlying index consists of a diverse range of tax-exempt municipal securities, which are issued by various governmental entities such as states, cities, counties, and districts, as well as their respective agencies and other tax-exempt issuers. The company's commitment to investing at least 80% of its total assets in these types of securities underscores its dedication to this market segment.
This service caters to investors seeking income that is exempt from federal taxes. By focusing on tax-exempt municipal securities issued by a variety of governmental entities, the company offers an investment vehicle that prioritizes both income generation and tax advantages. The investment approach targets securities that are part of the underlying index, ensuring a diversified and carefully selected portfolio of tax-exempt instruments.