SMART Wealth LLC SIXD Holdings History
Number of Shares
156,441.00
Current Holdings Value*
$4.10 Mil
% of Portfolio
1.47%
Total Estimate Gain
$160,336.38
% of Total Estimate Gain
3.84%
SMART Wealth LLC's AllianzIM U.S. Large Cap 6 Month Buffer10 Jun/Dec ETF Holding Summary
As of 2025-03-31, SMART Wealth LLC held 156,441.00 shares of AllianzIM U.S. Large Cap 6 Month Buffer10 Jun/Dec ETF(SIXD), totaling $4.10 Mil. This investment constitutes 1.47% of their stock portfolio, and SMART Wealth LLC now holds 3.48% 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 SMART Wealth LLC has made 1 purchases of SIXD, at an average price of $26.71, for a total of 156,441.00 shares. Based on historical transaction data and SIXD's current price of $27.73, SMART Wealth LLC's estimated gain on his SIXD holdings is $160,336.38, reflecting a 3.84% gain to date.
SMART Wealth LLC SIXD ($27.73) Holding Chart
SMART Wealth LLC SIXD ($27.73) 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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