Number of Shares
551,395.00
Current Holdings Value*
$17.42 Mil
% of Portfolio
8.42%
Total Estimate Gain
$1.38 Mil
% of Total Estimate Gain
5.40%

Lloyd Advisory Services, LLC.'s AllianzIM U.S. Large Cap Buffer20 Dec ETF Holding Summary

As of 2025-06-30, Lloyd Advisory Services, LLC. held 551,395.00 shares of AllianzIM U.S. Large Cap Buffer20 Dec ETF(DECW), totaling $17.42 Mil. This investment constitutes 8.42% of their stock portfolio, and Lloyd Advisory Services, LLC. now holds 4.31% of the outstanding AllianzIM U.S. Large Cap Buffer20 Dec ETF(DECW) stock.

The initial trade took place in 2022Q4. And since then Lloyd Advisory Services, LLC. has made 3 purchases of DECW, at an average price of $28.85, for a total of 886,010.00 shares. In addition, there have been 4 sales at an average price of $27.86 for 334,615.00 shares. Based on historical transaction data and DECW's current price of $31.95, Lloyd Advisory Services, LLC.'s estimated gain on his DECW holdings is $1.38 Mil, reflecting a 5.40% gain to date.

Lloyd Advisory Services, LLC. DECW ($31.95) Holding Chart

Lloyd Advisory Services, LLC. DECW ($31.95) 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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