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Allianz Us Large Cap Buffer 20 shares owned by Long Island Wealth Management

Quarter-by-quarter ownership of Allianz Us Large Cap Buffer 20 (DECW) shares owned by Long Island Wealth Management from 13F filings

Historical chart of Long Island Wealth Management investment in Allianz Us Large Cap Buffer 20

Tip: Access up to 7 years of quarterly data

All positions including Allianz Us Large Cap Buffer 20 held by Long Island Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Allianz Us Large Cap Buffer 20 by Long Island Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $291k 9.8k 29.69
2024-03-31 $284k 9.8k 28.98
2023-12-31 $278k 9.8k 28.37

More positions owned by Long Island Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Proshares Tr Sp500 Ex Tech (SPXT)
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)
Innovator Etfs Trust Intrnl Dev Jan (IJAN)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard World Inf Tech Etf (VGT)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
Vanguard Index Fds Value Etf (VTV)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard World Health Car Etf (VHT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard World Financials Etf (VFH)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Long Island Wealth Management

Top funds holding Allianz Us Large Cap Buffer 20

Commonwealth Equity Services
AE Wealth Management
Kestra Advisory Services
Atria Wealth Solutions
Raymond James Financial Services Advisors
Cetera Investment Advisers
Old Mission Capital
First Heartland Consultants
Farther Finance Advisors
Wealth Group
Cambridge Investment Research Advisors
Jane Street
Citadel Advisors
LPL Financial
Envestnet Asset Management

View all funds holding Allianz Us Large Cap Buffer 20