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

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 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 75,919 shares of XYLD stock, worth $3.18 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

75,919

Previous 77,612 2.18%

Holding current value

$3.18 Million

Previous $3.14 Million 0.41%

% of portfolio

0.04%

Previous 0.04%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

230

Shares Held

26.7M

Call Options Held

29.5K

Put Options Held

14.9K

View Full List

About GLOBAL X FDS S&P 500 COVERED C

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