FIA
Foundations Investment Advisors’s AllianzIM US Large Cap Buffer20 Apr ETF APRW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $256K | Sell |
7,684
-1,081
| -12% | -$36.1K | ﹤0.01% | 799 |
|
2025
Q1 | $281K | Sell |
8,765
-105
| -1% | -$3.37K | 0.01% | 726 |
|
2024
Q4 | $291K | Sell |
8,870
-12,788
| -59% | -$420K | 0.01% | 665 |
|
2024
Q3 | $698K | Sell |
21,658
-479
| -2% | -$15.4K | 0.01% | 436 |
|
2024
Q2 | $689K | Buy |
+22,137
| New | +$689K | 0.02% | 424 |
|