Number of Shares
37,670.00
Current Holdings Value*
$1.05 Mil
% of Portfolio
1.39%
Total Estimate Gain
$55,936.18
% of Total Estimate Gain
5.21%

FSR Wealth Management Ltd.'s AllianzIM U.S. Large Cap 6 Month Buffer10 Feb/Aug ETF Holding Summary

As of 2025-03-31, FSR Wealth Management Ltd. held 37,670.00 shares of AllianzIM U.S. Large Cap 6 Month Buffer10 Feb/Aug ETF(SIXF), totaling $1.05 Mil. This investment constitutes 1.39% of their stock portfolio, and FSR Wealth Management Ltd. now holds 2.35% of the outstanding AllianzIM U.S. Large Cap 6 Month Buffer10 Feb/Aug ETF(SIXF) stock.

The initial trade took place in 2025Q1. And since then FSR Wealth Management Ltd. has made 1 purchases of SIXF, at an average price of $28.48, for a total of 37,670.00 shares. Based on historical transaction data and SIXF's current price of $29.96, FSR Wealth Management Ltd.'s estimated gain on his SIXF holdings is $55,936.18, reflecting a 5.21% gain to date.

FSR Wealth Management Ltd. SIXF ($29.96) Holding Chart

FSR Wealth Management Ltd. SIXF ($29.96) 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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