Spire Wealth Management
Position in OCTW — AllianzIM U.S. Equity Buffer20 Oct ETF
CIK 1858740
MCLEAN, VA
All Filings in OCTW
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 OCTW | $3,041,669 | 79,066 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 OCTW | $3,268,824 | 83,816 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 OCTW | $703,488 | 18,353 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 OCTW | $679,244 | 18,353 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 OCTW | $644,557 | 18,353 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 OCTW | $793,312 | 22,311 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 OCTW | $194,173 | 5,532 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 OCTW | $190,859 | 5,532 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 OCTW | $447,256 | 13,209 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 OCTW | $432,231 | 13,210 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||