Ae Wealth Management LLC Global X Fds S&P 500 Covered C Transaction History

Ae Wealth Management LLC

$9.76 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 15, 2024	SELL	$39.29 - $40.79 $6.44 Million - $6.68 Million	-163,825 Reduced 96.3%	6,298 $256,000
Q4 2023 Feb 14, 2024	BUY	$37.59 - $39.73 $74,503 - $78,744	1,982 Added 1.18%	170,123 $6.71 Million
Q3 2023 Oct 11, 2023	BUY	$38.7 - $41.45 $864,209 - $925,619	22,331 Added 15.32%	168,141 $6.54 Million
Q2 2023 Jul 10, 2023	BUY	$39.92 - $41.31 $1.37 Million - $1.42 Million	34,400 Added 30.88%	145,810 $5.99 Million
Q1 2023 Apr 14, 2023	BUY	$39.28 - $41.01 $829,043 - $865,557	21,106 Added 23.37%	111,410 $4.51 Million
Q4 2022 Jan 31, 2023	BUY	$38.18 - $40.63 $323,270 - $344,014	8,467 Added 10.35%	90,304 $3.56 Million
Q3 2022 Oct 25, 2022	BUY	$38.11 - $44.05 $738,648 - $853,777	19,382 Added 31.03%	81,837 $3.12 Million
Q2 2022 Aug 03, 2022	BUY	$42.23 - $49.77 $1.45 Million - $1.71 Million	34,403 Added 122.64%	62,455 $2.67 Million
Q1 2022 Apr 18, 2022	BUY	$46.77 - $50.78 $880,351 - $955,831	18,823 Added 203.95%	28,052 $1.39 Million
Q4 2021 Jan 20, 2022	BUY	$48.51 - $51.13 $447,698 - $471,878	9,229 New	9,229 $466,000

Others Institutions Holding XYLD

# of Institutions

231

Shares Held

26.7M

Call Options Held

29.5K

Put Options Held

14.9K

About GLOBAL X FDS S&P 500 COVERED C

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