HB Wealth Management, LLC
Position in JULW — AllianzIM U.S. Equity Buffer20 Jul ETF
CIK 1911253
Atlanta, GA
All Filings in JULW
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 JULW | $363,163 | 9,357 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 JULW | $366,045 | 9,357 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 JULW | $359,355 | 9,357 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 JULW | $347,799 | 9,357 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 JULW | $322,498 | 9,357 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 JULW | $328,103 | 9,357 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 JULW | $323,172 | 9,357 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 JULW | $311,681 | 9,357 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 JULW | $305,150 | 9,357 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 JULW | $291,938 | 9,357 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 JULW | $274,936 | 9,357 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 JULW | $278,838 | 9,357 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 JULW | $263,184 | 9,357 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 JULW | $252,333 | 9,386 | Shares | Sole | 2023-01-20 | |
| No filing history on record for this holder in this stock. | ||||||