Number of Shares
242,967.00
Current Holdings Value*
$7.28 Mil
% of Portfolio
2.11%
Total Estimate Gain
$474,647.64
% of Total Estimate Gain
5.39%

B.O.S.S. Retirement Advisors, LLC's AllianzIM U.S. Large Cap Buffer20 Dec ETF Holding Summary

As of 2025-03-31, B.O.S.S. Retirement Advisors, LLC held 242,967.00 shares of AllianzIM U.S. Large Cap Buffer20 Dec ETF(DECW), totaling $7.28 Mil. This investment constitutes 2.11% of their stock portfolio, and B.O.S.S. Retirement Advisors, LLC now holds 1.85% of the outstanding AllianzIM U.S. Large Cap Buffer20 Dec ETF(DECW) stock.

The initial trade took place in 2022Q4. And since then B.O.S.S. Retirement Advisors, LLC has made 4 purchases of DECW, at an average price of $29.43, for a total of 299,014.00 shares. In addition, there have been 3 sales at an average price of $27.71 for 56,047.00 shares. Based on historical transaction data and DECW's current price of $31.78, B.O.S.S. Retirement Advisors, LLC's estimated gain on his DECW holdings is $474,647.64, reflecting a 5.39% gain to date.

B.O.S.S. Retirement Advisors, LLC DECW ($31.78) Holding Chart

B.O.S.S. Retirement Advisors, LLC DECW ($31.78) 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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