Number of Shares
758,212.00
Current Holdings Value*
$22.71 Mil
% of Portfolio
9.13%
Total Estimate Gain
$708,305.88
% of Total Estimate Gain
3.06%

ACCESS FINANCIAL SERVICES, INC.'s AllianzIM U.S. Large Cap Buffer20 Dec ETF Holding Summary

As of 2025-03-31, ACCESS FINANCIAL SERVICES, INC. held 758,212.00 shares of AllianzIM U.S. Large Cap Buffer20 Dec ETF(DECW), totaling $22.71 Mil. This investment constitutes 9.13% of their stock portfolio, and ACCESS FINANCIAL SERVICES, INC. now holds 5.78% of the outstanding AllianzIM U.S. Large Cap Buffer20 Dec ETF(DECW) stock.

The initial trade took place in 2024Q4. And since then ACCESS FINANCIAL SERVICES, INC. has made 2 purchases of DECW, at an average price of $30.54, for a total of 758,212.00 shares. Based on historical transaction data and DECW's current price of $31.47, ACCESS FINANCIAL SERVICES, INC.'s estimated gain on his DECW holdings is $708,305.88, reflecting a 3.06% gain to date.

ACCESS FINANCIAL SERVICES, INC. DECW ($31.47) Holding Chart

ACCESS FINANCIAL SERVICES, INC. DECW ($31.47) 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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