One Wealth Advisors, LLC Allianz Se Transaction History

One Wealth Advisors, LLC

$730 Million
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	SELL	$21.66 - $23.61 $560,019 - $610,436	-25,855 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$21.58 - $25.19 $557,950 - $651,287	25,855 New	25,855 $584,000

Others Institutions Holding ALIZY

# of Institutions

25

Shares Held

463K

Call Options Held

0

Put Options Held

0

Sit Investment Associates Inc Minneapolis, MN

161K
Shares

$6.84 Million
0.14% of portfolio
Rhumbline Advisers Boston, MA

75.4K
Shares

$3.21 Million
0.0% of portfolio
Ativo Capital Management LLC Chicago, IL

44K
Shares

$1.87 Million
1.74% of portfolio
Great Lakes Advisors, LLC Chicago, IL

41.3K
Shares

$1.76 Million
0.02% of portfolio
Sterling Capital Management LLC Charlotte, NC

31.8K
Shares

$1.35 Million
0.02% of portfolio

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

Portfolio Update

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

News

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