FIA
Foundations Investment Advisors’s AllianzIM US Large Cap Buffer10 Apr ETF APRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Sell |
6,496
-939
| -13% | -$36.9K | ﹤0.01% | 803 |
|
|
2025
Q1 | $276K | Hold |
7,435
| – | – | 0.01% | 736 |
|
|
2024
Q4 | $287K | Sell |
7,435
-33
| -0.4% | -$1.27K | 0.01% | 668 |
|
|
2024
Q3 | $282K | Hold |
7,468
| – | – | 0.01% | 654 |
|
|
2024
Q2 | $270K | Buy |
+7,468
| New | +$270K | 0.01% | 632 |
|