Wellment Financial
Position in OCTW — AllianzIM U.S. Equity Buffer20 Oct ETF
CIK 1940000
ELMHURST, IL
All Filings in OCTW
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 OCTW | $5,551,259 | 144,301 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 OCTW | $5,642,442 | 144,678 | Shares | Sole | 2026-01-27 | |
| 2025-06-30 OCTW | $4,967,889 | 134,231 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 OCTW | $4,739,268 | 134,945 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 OCTW | $4,663,513 | 131,156 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||