Nvest Financial, LLC
Position in MART — AllianzIM U.S. Equity Buffer10 Mar ETF
CIK 1915315
PORTSMOUTH, NH
All Filings in MART
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-09-30 MART | $567,445 | 15,050 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 MART | $1,115,051 | 31,053 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 MART | $1,087,243 | 32,488 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 MART | $959,304 | 28,466 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 MART | $957,707 | 29,107 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 MART | $961,802 | 30,431 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 MART | $893,851 | 29,273 | Shares | Sole | 2024-04-18 | |
| No filing history on record for this holder in this stock. | ||||||