Security Details
| Security Name: | ALLIANZIM US 6M B10 JUN-DEC |
|---|---|
| Ticker: | SIXD |
| Security Type: | OTHER |
| Exchange: | US |
| CUSIP: | 00888H646 |
Historical Stats
| Period | Total Value | Value Change | Total Holders | Holder Change |
|---|---|---|---|---|
| 2024-06-30 | $0.12B | - | 23 | - |
| 2024-09-30 | $0.14B | +13.7% | 27 | +17.4% |
| 2024-12-31 | $0.08B | -39.3% | 19 | -29.6% |
Current Major Holders for Period: 2024-12-31
| Institution | Value | Shares | % of Portfolio |
|---|---|---|---|
| FSR WEALTH MANAGEMENT LTD. | $4.4M | 164K | 5.5% |
| SMART WEALTH LLC | $3.4M | 129K | 1.2% |
| LORD & RICHARDS WEALTH MANAGEMENT, LLC | $0.5M | 17K | 1.0% |
| QUEST 10 WEALTH BUILDERS, INC. | $1.0M | 36K | 1.0% |
| AE WEALTH MANAGEMENT LLC | $62.1M | 2,340K | 0.5% |
| LIFEWEALTH INVESTMENTS, LLC | $0.5M | 18K | 0.3% |
| ALLIANZ INVESTMENT MANAGEMENT U.S. LLC | $3.4M | 127K | 0.2% |
| LLOYD ADVISORY SERVICES, LLC. | $0.3M | 13K | 0.2% |
| CSENGE ADVISORY GROUP | $0.8M | 30K | 0.0% |
| ATRIA WEALTH SOLUTIONS, INC. | $0.7M | 27K | 0.0% |
| TOWNSQUARE CAPITAL LLC | $0.6M | 21K | 0.0% |
| CETERA INVESTMENT ADVISERS | $0.6M | 23K | 0.0% |
| RAYMOND JAMES FINANCIAL INC | $2.5M | 94K | 0.0% |
| GOLDMAN SACHS GROUP INC | $0.2M | 8K | 0.0% |
| JANE STREET GROUP, LLC | $1.5M | 55K | 0.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0.2M | 8K | 0.0% |
| HARBOUR INVESTMENTS, INC. | $0.0M | 1K | 0.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | $0.9M | 32K | 0.0% |
Similar Securities
| Ticker | Exchange | Security | Similarity Score | Common Holders | Total Holders |
|---|---|---|---|---|---|
| DECT | US | ALLIANZIM US LC BUFFER10 DEC | 0.080 | 2 | 25 |
| OCTT | US | ALLIANZIM US LC BUFFER10 OCT | 0.053 | 2 | 38 |
| JANT | US | ALLIANZIM US LC BUFFER10 JAN | 0.048 | 2 | 42 |
| DECW | US | ALLIANZIM US LC BUFFER20 DEC | 0.038 | 2 | 53 |
| JANW | US | ALLIANZIM US LC BUFFER20 JAN | 0.035 | 2 | 57 |
| GDEC | US | FT VEST US EQUITY MODERATE B | 0.026 | 2 | 78 |
| PSEP | US | INNOVATOR U.S. EQUITY POWER | 0.013 | 2 | 159 |
| JPST | US | JPMORGAN ULTRA-SHORT INCOME | 0.003 | 2 | 751 |
| SPLG | US | SPDR PORTFOLIO S&P 500 ETF | 0.002 | 2 | 848 |
| JPM | US | JPMORGAN CHASE & CO | 0.001 | 2 | 3229 |
| META | US | META PLATFORMS INC-CLASS A | 0.001 | 2 | 3331 |
| NVDA | US | NVIDIA CORP | 0.001 | 2 | 3653 |
| AAPL | US | APPLE INC | 0.001 | 2 | 3956 |