A detailed history of Wealth Preservation Advisors, LLC transactions in Allianz Se stock. As of the latest transaction made, Wealth Preservation Advisors, LLC holds 91 shares of ALIZY stock, worth $3,873. This represents 0.0% of its overall portfolio holdings.

Number of Shares
91
Previous 81 12.35%
Holding current value
$3,873
Previous $3.27 Million 16.81%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

BUY
$38.69 - $44.12 $386 - $441
10 Added 12.35%
91 $3.82 Million
Q2 2025

Aug 14, 2025

BUY
$34.54 - $42.94 $2,797 - $3,478
81 New
81 $3.27 Million

Others Institutions Holding ALIZY

About ALLIANZ SE


  • Ticker ALIZY
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 4,082,190,080
  • Market Cap $174B
More about ALIZY
Track This Portfolio

Track Wealth Preservation Advisors, LLC Portfolio

Follow Wealth Preservation Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Preservation Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Preservation Advisors, LLC with notifications on news.