Triad Wealth Partners, LLC Global X Fds S&P 500 Covered C Transaction History

Triad Wealth Partners, LLC

$188 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 18, 2024	BUY	$39.67 - $40.83 $17,692 - $18,210	446 New	446 $18 Million

Others Institutions Holding XYLD

# of Institutions

234

Shares Held

28.8M

Call Options Held

2.64M

Put Options Held

15.4K

Nissay Asset Management Corp Tokyo, M0

4.52M
Shares

$189 Million
1.22% of portfolio
Morgan Stanley New York, NY

3.53M
Shares

$148 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

3.1M
Shares

$130 Million
0.06% of portfolio
Bank Of America Corp Charlotte, NC

2.45M
Shares

$103 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.05M
Shares

$44.1 Million
0.06% of portfolio

About GLOBAL X FDS S&P 500 COVERED C

Ticker XYLD
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