Number of Shares
292,013.00
Current Holdings Value*
$8.75 Mil
% of Portfolio
11.54%
Total Estimate Gain
$344,448.54
% of Total Estimate Gain
3.86%

FSR Wealth Management Ltd.'s AllianzIM U.S. Large Cap Buffer20 Dec ETF Holding Summary

As of 2025-03-31, FSR Wealth Management Ltd. held 292,013.00 shares of AllianzIM U.S. Large Cap Buffer20 Dec ETF(DECW), totaling $8.75 Mil. This investment constitutes 11.54% of their stock portfolio, and FSR Wealth Management Ltd. now holds 2.23% of the outstanding AllianzIM U.S. Large Cap Buffer20 Dec ETF(DECW) stock.

The initial trade took place in 2024Q4. And since then FSR Wealth Management Ltd. has made 1 purchases of DECW, at an average price of $30.53, for a total of 292,013.00 shares. Based on historical transaction data and DECW's current price of $31.71, FSR Wealth Management Ltd.'s estimated gain on his DECW holdings is $344,448.54, reflecting a 3.86% gain to date.

FSR Wealth Management Ltd. DECW ($31.71) Holding Chart

FSR Wealth Management Ltd. DECW ($31.71) 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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