Number of Shares
209,504.00
Current Holdings Value*
$8.01 Mil
% of Portfolio
0.79%
Total Estimate Gain
$-2.48 Mil
% of Total Estimate Gain
-29.91%

WealthPlan Investment Management, LLC's AZAL Holding Summary

As of 2025-03-31, WealthPlan Investment Management, LLC held 209,504.00 shares of AZAL(AZAL), totaling $8.01 Mil. This investment constitutes 0.79% of their stock portfolio, and WealthPlan Investment Management, LLC now holds -% of the outstanding AZAL(AZAL) stock.

The initial trade took place in 2025Q1. And since then WealthPlan Investment Management, LLC has made 1 purchases of AZAL, at an average price of $39.60, for a total of 209,504.00 shares. Based on historical transaction data and AZAL's current price of $27.75, WealthPlan Investment Management, LLC's estimated gain on his AZAL holdings is $-2.48 Mil, reflecting a -29.91% gain to date.

WealthPlan Investment Management, LLC AZAL ($27.75) Holding Chart

WealthPlan Investment Management, LLC AZAL ($27.75) 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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