Number of Shares
216,013.00
Current Holdings Value*
$6.82 Mil
% of Portfolio
5.75%
Total Estimate Gain
$215,560.52
% of Total Estimate Gain
2.99%

Authentikos Wealth Advisory, LLC's AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF Holding Summary

As of 2025-03-31, Authentikos Wealth Advisory, LLC held 216,013.00 shares of AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF(SIXO), totaling $6.82 Mil. This investment constitutes 5.75% of their stock portfolio, and Authentikos Wealth Advisory, LLC now holds 2.89% of the outstanding AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF(SIXO) stock.

The initial trade took place in 2023Q3. And since then Authentikos Wealth Advisory, LLC has made 5 purchases of SIXO, at an average price of $32.25, for a total of 223,304.00 shares. In addition, there have been 2 sales at an average price of $29.65 for 7,291.00 shares. Based on historical transaction data and SIXO's current price of $33.34, Authentikos Wealth Advisory, LLC's estimated gain on his SIXO holdings is $215,560.52, reflecting a 2.99% gain to date.

Authentikos Wealth Advisory, LLC SIXO ($33.34) Holding Chart

Authentikos Wealth Advisory, LLC SIXO ($33.34) 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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