Transcendent Capital Group LLC JULU Holdings History
Transcendent Capital Group LLC's AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF Holding Summary
As of 2025-03-31, Transcendent Capital Group LLC held 315,496.00 shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF(JULU), totaling $8.05 Mil. This investment constitutes 4.53% of their stock portfolio, and Transcendent Capital Group LLC now holds 12% of the outstanding AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF(JULU) stock.
The initial trade took place in 2025Q1. And since then Transcendent Capital Group LLC has made 1 purchases of JULU, at an average price of $26.53, for a total of 315,496.00 shares. Based on historical transaction data and JULU's current price of $27.89, Transcendent Capital Group LLC's estimated gain on his JULU holdings is $427,497.08, reflecting a 5.11% gain to date.
Transcendent Capital Group LLC JULU ($27.89) Holding Chart
Transcendent Capital Group LLC JULU ($27.89) 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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