| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 10,042 | $346,147.74 | $379,135.71 | $32,987.97 | 9.53% |
| BMH Brandi M. Hoffmann Allianz Investment Management U.S. LLC | 5,000 | $120,900 | $188,750 | $67,850 | 56.12% |
| NS Nicholas Shaheen FSA Advisors Inc. | 25,659 | $884,285.35 | $969,910.2 | $85,624.85 | 9.68% |
| NR Nichole Raftopoulos Nvest Financial LLC | 28,299 | $885,281.51 | $1.07M | $183,571.72 | 20.74% |
Amanda Hawley Atria Wealth Solutions Inc. | 45,356 | $1.37M | $1.72M | $347,732.24 | 25.43% |
| ARCA Exchange | US Country |
The company operates in the financial sector, focusing on investment strategies that primarily involve assets correlated with U.S. large cap equity securities. By adhering to a strategy that commits at least 80% of its net assets to investments mirroring the economic characteristics of U.S. large cap equities, the company aims to provide investors with exposure to this specific segment of the market. The unique approach involves the utilization of FLEX Options that reference an Underlying ETF, offering a specialized investment avenue. This non-diversified fund is designed to leverage the potential growth and stability of large cap companies, positioning itself as a distinct option for investors looking to tap into the equity market through innovative financial instruments.
The company offers a focused range of investment products and services designed to cater to investors seeking exposure to U.S. large cap equity securities, utilizing specialized instruments to achieve this goal.