Number of Shares
161,744.00
Current Holdings Value*
$4.24 Mil
% of Portfolio
5.6%
Total Estimate Gain
$157,312.21
% of Total Estimate Gain
3.64%

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

As of 2025-03-31, FSR Wealth Management Ltd. held 161,744.00 shares of AllianzIM U.S. Large Cap 6 Month Buffer10 Jun/Dec ETF(SIXD), totaling $4.24 Mil. This investment constitutes 5.6% of their stock portfolio, and FSR Wealth Management Ltd. now holds 3.58% of the outstanding AllianzIM U.S. Large Cap 6 Month Buffer10 Jun/Dec ETF(SIXD) stock.

The initial trade took place in 2025Q1. And since then FSR Wealth Management Ltd. has made 1 purchases of SIXD, at an average price of $26.71, for a total of 161,744.00 shares. Based on historical transaction data and SIXD's current price of $27.68, FSR Wealth Management Ltd.'s estimated gain on his SIXD holdings is $157,312.21, reflecting a 3.64% gain to date.

FSR Wealth Management Ltd. SIXD ($27.68) Holding Chart

FSR Wealth Management Ltd. SIXD ($27.68) 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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