Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$473,242.17
% of Total Estimate Gain
5.57%

ACCESS FINANCIAL SERVICES, INC.'s AllianzIM U.S. Large Cap Buffer10 Aug ETF Holding Summary

As of 2025-03-31, ACCESS FINANCIAL SERVICES, INC. held - shares of AllianzIM U.S. Large Cap Buffer10 Aug ETF(AUGT), totaling N/A. This investment constitutes 0% of their stock portfolio, and ACCESS FINANCIAL SERVICES, INC. now holds 0% of the outstanding AllianzIM U.S. Large Cap Buffer10 Aug ETF(AUGT) stock.

The initial trade took place in 2024Q3. And since then ACCESS FINANCIAL SERVICES, INC. has made 1 purchases of AUGT, at an average price of $29.56, for a total of 287,253.00 shares. In addition, there have been 2 sales at an average price of $31.21 for 287,253.00 shares. Based on historical transaction data and AUGT's current price of $32.68, ACCESS FINANCIAL SERVICES, INC.'s estimated gain on his AUGT holdings is $473,242.17, reflecting a 5.57% gain to date.

ACCESS FINANCIAL SERVICES, INC. AUGT ($32.68) Holding Chart

ACCESS FINANCIAL SERVICES, INC. AUGT ($32.68) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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