Number of Shares
13,075.00
Current Holdings Value*
$397,290.00
% of Portfolio
0.18%
Total Estimate Gain
$17,817.30
% of Total Estimate Gain
4.40%

Joseph P. Lucia & Associates, LLC's AllianzIM U.S. Large Cap Buffer20 Feb ETF Holding Summary

As of 2025-03-31, Joseph P. Lucia & Associates, LLC held 13,075.00 shares of AllianzIM U.S. Large Cap Buffer20 Feb ETF(FEBW), totaling $397,290.00. This investment constitutes 0.18% of their stock portfolio, and Joseph P. Lucia & Associates, LLC now holds 0.4% of the outstanding AllianzIM U.S. Large Cap Buffer20 Feb ETF(FEBW) stock.

The initial trade took place in 2025Q1. And since then Joseph P. Lucia & Associates, LLC has made 1 purchases of FEBW, at an average price of $30.95, for a total of 13,075.00 shares. Based on historical transaction data and FEBW's current price of $32.31, Joseph P. Lucia & Associates, LLC's estimated gain on his FEBW holdings is $17,817.30, reflecting a 4.40% gain to date.

Joseph P. Lucia & Associates, LLC FEBW ($32.31) Holding Chart

Joseph P. Lucia & Associates, LLC FEBW ($32.31) 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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