WealthPlan Investment Management, LLC DECT Holdings History
WealthPlan Investment Management, LLC's AllianzIM U.S. Large Cap Buffer10 Dec ETF Holding Summary
As of 2025-03-31, WealthPlan Investment Management, LLC held 257,352.00 shares of AllianzIM U.S. Large Cap Buffer10 Dec ETF(DECT), totaling $7.98 Mil. This investment constitutes 0.79% of their stock portfolio, and WealthPlan Investment Management, LLC now holds 7.99% of the outstanding AllianzIM U.S. Large Cap Buffer10 Dec ETF(DECT) stock.
The initial trade took place in 2023Q4. And since then WealthPlan Investment Management, LLC has made 2 purchases of DECT, at an average price of $31.13, for a total of 313,657.00 shares. In addition, there have been 1 sales at an average price of $29.31 for 56,305.00 shares. Based on historical transaction data and DECT's current price of $33.15, WealthPlan Investment Management, LLC's estimated gain on his DECT holdings is $416,849.89, reflecting a 4.27% gain to date.
WealthPlan Investment Management, LLC DECT ($33.15) Holding Chart
WealthPlan Investment Management, LLC DECT ($33.15) 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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