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| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 19,982 | $346,680 | $344,489.68 | -$2,190.32 | -0.63% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,003 | $34,276.98 | $34,591.81 | $314.83 | 0.92% |
Richard Slavik Newbridge Financial Services Group Inc. | 333 | $5,537.79 | $5,747.58 | $209.79 | 3.79% |
| JSA Jeffrey S. Arnold IMPACTfolio LLC | 174,525 | $2.98M | $3.01M | $27,405.52 | 0.92% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2 | $34.04 | $34.48 | $0.44 | 1.29% |
| BATS Exchange | US Country |
The company operates within the financial sector, focusing on investment services that target the municipal bond market. It is committed to offering investment solutions that primarily involve fixed income securities. The firm's investment strategy centers on allocating at least 80% of its total assets towards fixed income securities that are specifically included in the comprised index. This index consists of publicly traded municipal bonds, emphasizing the U.S. dollar-denominated short-term tax-exempt bond market. Through this approach, the company seeks to provide its clients with stable investment opportunities that also offer tax-exempt benefits, catering to investors looking for short-term, lower-risk financial products within the municipal bond sphere.
This service focuses on investing a significant portion of assets into fixed income securities that form part of the index the company tracks. These securities are chosen based on their inclusion in the index of publicly traded municipal bonds, targeting the U.S. dollar denominated short-term tax-exempt bond market. This investment approach is designed for those looking to invest in lower-risk, tax-advantaged fixed income products.
Through its specialized investment strategy, the company offers investors access to the short-term tax-exempt bond market. This product is tailored for investors seeking exposure to short-term municipal bonds which are not only publicly traded but also offer the advantage of being tax-exempt. It is an ideal option for investors prioritizing stable, tax-efficient returns over a shorter investment period.