Outlook Wealth Advisors, LLC DECW Holdings History
Outlook Wealth Advisors, LLC's AllianzIM U.S. Large Cap Buffer20 Dec ETF Holding Summary
As of 2025-03-31, Outlook Wealth Advisors, LLC held 244,709.00 shares of AllianzIM U.S. Large Cap Buffer20 Dec ETF(DECW), totaling $7.33 Mil. This investment constitutes 2.04% of their stock portfolio, and Outlook Wealth Advisors, LLC now holds 1.87% of the outstanding AllianzIM U.S. Large Cap Buffer20 Dec ETF(DECW) stock.
The initial trade took place in 2022Q4. And since then Outlook Wealth Advisors, LLC has made 4 purchases of DECW, at an average price of $29.89, for a total of 284,166.00 shares. In addition, there have been 4 sales at an average price of $27.71 for 39,457.00 shares. Based on historical transaction data and DECW's current price of $31.88, Outlook Wealth Advisors, LLC's estimated gain on his DECW holdings is $401,858.37, reflecting a 4.73% gain to date.
Outlook Wealth Advisors, LLC DECW ($31.88) Holding Chart
Outlook Wealth Advisors, LLC DECW ($31.88) 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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