B.O.S.S. Retirement Advisors, LLC JULU Holdings History
B.O.S.S. Retirement Advisors, LLC's AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF Holding Summary
As of 2025-03-31, B.O.S.S. Retirement Advisors, LLC held 64,977.00 shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF(JULU), totaling $1.66 Mil. This investment constitutes 0.48% of their stock portfolio, and B.O.S.S. Retirement Advisors, LLC now holds 2.55% of the outstanding AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF(JULU) stock.
The initial trade took place in 2025Q1. And since then B.O.S.S. Retirement Advisors, LLC has made 1 purchases of JULU, at an average price of $26.53, for a total of 64,977.00 shares. Based on historical transaction data and JULU's current price of $27.76, B.O.S.S. Retirement Advisors, LLC's estimated gain on his JULU holdings is $79,921.71, reflecting a 4.64% gain to date.
B.O.S.S. Retirement Advisors, LLC JULU ($27.76) Holding Chart
B.O.S.S. Retirement Advisors, LLC JULU ($27.76) 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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