| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KZ Kevin Zemann WealthPlan Investment Management LLC | 5,060 | $251,988 | $248,749.6 | -$3,238.4 | -1.29% |
| NASDAQ (NMS) Exchange | US Country |
The provided company description does not include its name, but focuses on its primary investment strategy, which involves a significant allocation of funds into the securities comprising the underlying index, specifically the ICE BofA Current 3-Year US Treasury Index. This index consists of a single, most recently issued 3-year U.S. Treasury note. Such an investment approach suggests that the company operates in the financial services sector, particularly within asset management or investment funds, emphasizing government securities. The strategy outlined indicates a conservative investment posture, focusing on the safety and liquidity of U.S. Treasury securities while seeking to achieve the fund’s investment objective under normal market conditions.
Based on the company's investment strategy, its products and services likely include:
Funds that specifically aim to invest in government securities, particularly the U.S. Treasury notes. These are designed for investors seeking a conservative investment route with a focus on capital preservation and liquidity.
Professional asset management offerings that involve the strategic allocation of funds into various securities, with a primary focus on the ICE BofA Current 3-Year US Treasury Index. These services cater to individuals or institutions looking for expertise in managing their investments within the parameters of a defined strategy.