A detailed history of Atlantic Private Wealth, LLC transactions in Global X Fds S&P 500 Covered C stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 8,354 shares of XYLD stock, worth $350,283. This represents 0.26% of its overall portfolio holdings.

Number of Shares
8,354
Previous 8,354 -0.0%
Holding current value
$350,283
Previous $337,000 2.67%
% of portfolio
0.26%
Previous 0.28%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 11, 2023

BUY
$39.92 - $41.31 $333,491 - $345,103
8,354 New
8,354 $342,000

Others Institutions Holding XYLD

About GLOBAL X FDS S&P 500 COVERED C


  • Ticker XYLD
  • Sector ETFs
  • Industry ETFs
More about XYLD
Track This Portfolio

Track Atlantic Private Wealth, LLC Portfolio

Follow Atlantic Private Wealth, 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 Atlantic Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atlantic Private Wealth, LLC with notifications on news.