Number of Shares
2.32 Mil
Current Holdings Value*
$60.92 Mil
% of Portfolio
0.51%
Total Estimate Gain
$2.10 Mil
% of Total Estimate Gain
3.38%

AE Wealth Management LLC's AllianzIM U.S. Large Cap 6 Month Buffer10 Jun/Dec ETF Holding Summary

As of 2025-03-31, AE Wealth Management LLC held 2.32 Mil shares of AllianzIM U.S. Large Cap 6 Month Buffer10 Jun/Dec ETF(SIXD), totaling $60.92 Mil. This investment constitutes 0.51% of their stock portfolio, and AE Wealth Management LLC now holds 51.62% of the outstanding AllianzIM U.S. Large Cap 6 Month Buffer10 Jun/Dec ETF(SIXD) stock.

The initial trade took place in 2025Q1. And since then AE Wealth Management LLC has made 1 purchases of SIXD, at an average price of $26.71, for a total of 2.32 Mil shares. Based on historical transaction data and SIXD's current price of $27.61, AE Wealth Management LLC's estimated gain on his SIXD holdings is $2.10 Mil, reflecting a 3.38% gain to date.

AE Wealth Management LLC SIXD ($27.61) Holding Chart

AE Wealth Management LLC SIXD ($27.61) 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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