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Allianz Us Large Cap Buffer 20 shares owned by Lord & Richards Wealth Management

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

Historical chart of Lord & Richards 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 Lord & Richards 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 Lord & Richards Wealth Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $845k 28k 29.95
2024-12-31 $832k 27k 30.42

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Etf Ser Solutions Aptus Collrd Inv (ACIO)
Spdr Series Trust Portfolio Sp500 (SPLG)
Bny Mellon Etf Trust Core Bond Etf (BKAG)
Etf Ser Solutions Aptus Defined (DRSK)
Doubleline Etf Trust Mortgage Etf (DMBS)
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NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Tips Etf (SCHP)
Microsoft Corporation (MSFT)
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Bondbloxx Etf Trust Bondbloxx Privat (PCMM)
Quanta Services (PWR)
Servicenow (NOW)
Visa Com Cl A (V)

View all positions for Lord & Richards Wealth Management

Top funds holding Allianz Us Large Cap Buffer 20

AE Wealth Management
Commonwealth Equity Services
Lloyd Advisory Services
Advisor Group Holdings
FSR Wealth Management
Outlook Wealth Advisors
Authentikos Wealth Advisory
Access Financial Services
B.O.S.S. Retirement Advisors
American Asset Management
LPL Financial
Kestra Advisory Services
Raymond James Financial
Howard Bailey Securities
Cetera Investment Advisers

View all funds holding Allianz Us Large Cap Buffer 20