LifeWealth Investments, LLC
Position in OCTW — AllianzIM U.S. Equity Buffer20 Oct ETF
CIK 2033794
WINTER GARDEN, FL
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 | $1,885,837 | 49,021 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 OCTW | $2,349,906 | 60,254 | Shares | Sole | 2026-01-26 | |
| 2025-06-30 OCTW | $1,860,344 | 50,266 | Shares | Sole | 2026-01-26 | |
| 2025-03-31 OCTW | $1,503,206 | 42,802 | Shares | Sole | 2026-01-26 | |
| 2024-12-31 OCTW | $839,394 | 23,607 | Shares | Sole | 2025-02-26 | |
| No filing history on record for this holder in this stock. | ||||||