Atria Wealth Solutions, Inc. Global X Fds S&P 500 Covered C Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Global X Fds S&P 500 Covered C stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 74,678 shares of XYLD stock, worth $3.2 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

74,678

Previous 75,919 1.63%

Holding current value

$3.2 Million

Previous $3.15 Million 0.67%

% of portfolio

0.04%

Previous 0.04%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$40.86 - $43.42 $50,707 - $53,884	-1,241 Reduced 1.63%	74,678 $3.13 Million
Q3 2024 Nov 08, 2024	SELL	$38.49 - $41.61 $65,163 - $70,445	-1,693 Reduced 2.18%	75,919 $3.15 Million
Q2 2024 Jul 22, 2024	SELL	$39.67 - $40.83 $274,516 - $282,543	-6,920 Reduced 8.19%	77,612 $3.14 Million
Q1 2024 May 13, 2024	BUY	$39.29 - $40.79 $314,123 - $326,116	7,995 Added 10.45%	84,532 $3.45 Million
Q4 2023 Feb 02, 2024	SELL	$37.59 - $39.73 $434,765 - $459,517	-11,566 Reduced 13.13%	76,537 $3.02 Million
Q3 2023 Nov 08, 2023	BUY	$38.7 - $41.45 $377,441 - $404,261	9,753 Added 12.45%	88,103 $3.43 Million
Q2 2023 Aug 03, 2023	BUY	$39.92 - $41.31 $597,322 - $618,121	14,963 Added 23.61%	78,350 $3.22 Million
Q1 2023 Aug 22, 2023	SELL	$39.28 - $41.01 $488,721 - $510,246	-12,442 Reduced 15.88%	65,908 $2.67 Million
Q1 2023 Jun 14, 2023	SELL	$39.28 - $41.01 $99,024 - $103,386	-2,521 Reduced 3.83%	63,387 $2.57 Million
Q1 2023 May 10, 2023	BUY	$39.28 - $41.01 $99,024 - $103,386	2,521 Added 3.98%	65,908 $2.67 Million
Q4 2022 Aug 30, 2023	SELL	$38.18 - $40.63 $571,287 - $607,946	-14,963 Reduced 19.1%	63,387 $2.5 Million
Q4 2022 Feb 13, 2023	BUY	$38.18 - $40.63 $1.15 Million - $1.22 Million	30,018 Added 89.96%	63,387 $2.5 Million
Q3 2022 Nov 14, 2022	BUY	$38.11 - $44.05 $1.01 Million - $1.17 Million	26,586 Added 391.95%	33,369 $1.27 Million
Q2 2022 Aug 15, 2022	BUY	$42.23 - $49.77 $81,546 - $96,105	1,931 Added 39.8%	6,783 $290,000
Q1 2022 May 16, 2022	BUY	$46.77 - $50.78 $226,928 - $246,384	4,852 New	4,852 $240,000

Others Institutions Holding XYLD

# of Institutions

269

Shares Held

30.4M

Call Options Held

500K

Put Options Held

19.4K

View Full List

About GLOBAL X FDS S&P 500 COVERED C

Ticker XYLD
Sector ETFs
Industry ETFs

More about XYLD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Account

Atria Wealth Solutions, Inc. Global X Fds S&P 500 Covered C Transaction History