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

Geo Wealth Management, LLC

  • $2.33 Billion
  • Q1 2025

A detailed history of Geo Wealth Management, LLC transactions in Global X Fds S&P 500 Covered C stock. As of the latest transaction made, Geo Wealth Management, LLC holds 11,543 shares of XYLD stock, worth $448,791. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,543
Previous 9,229 25.07%
Holding current value
$448,791
Previous $386,000 17.88%
% of portfolio
0.02%
Previous 0.01%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
BUY
$39.02 - $42.89 $90,292 - $99,247
2,314 Added 25.07%
11,543 $455,000
Q4 2024

Feb 13, 2025
SELL
$40.86 - $43.42 $61,535 - $65,390
-1,506 Reduced 14.03%
9,229 $386,000
Q3 2024

Nov 12, 2024
BUY
$38.49 - $41.61 $23,170 - $25,049
602 Added 5.94%
10,735 $445,000
Q2 2024

Aug 12, 2024
SELL
$39.67 - $40.83 $87,948 - $90,520
-2,217 Reduced 17.95%
10,133 $409,000
Q1 2024

May 15, 2024
SELL
$39.29 - $40.79 $117,241 - $121,717
-2,984 Reduced 19.46%
12,350 $503,000
Q1 2024

May 15, 2024
SELL
$39.29 - $40.79 $485,231 - $503,756
-12,350 Closed
0 $0
Q4 2023

Feb 13, 2024
SELL
$37.59 - $39.73 $72,849 - $76,996
-1,938 Reduced 11.22%
15,334 $604,000
Q3 2023

Nov 13, 2023
BUY
$38.7 - $41.45 $107,044 - $114,650
2,766 Added 19.07%
17,272 $671,000
Q2 2023

Aug 10, 2023
BUY
$39.92 - $41.31 $75,249 - $77,869
1,885 Added 14.94%
14,506 $595,000
Q1 2023

May 12, 2023
BUY
$39.28 - $41.01 $165,290 - $172,570
4,208 Added 50.02%
12,621 $512,000
Q4 2022

Feb 13, 2023
SELL
$38.18 - $40.63 $173,337 - $184,460
-4,540 Reduced 35.05%
8,413 $331,000
Q3 2022

Nov 14, 2022
BUY
$38.11 - $44.05 $6,631 - $7,664
174 Added 1.36%
12,953 $493,000
Q2 2022

Aug 12, 2022
BUY
$42.23 - $49.77 $74,113 - $87,346
1,755 Added 15.92%
12,779 $546,000
Q1 2022

May 13, 2022
BUY
$46.77 - $50.78 $54,206 - $58,854
1,159 Added 11.75%
11,024 $546,000
Q4 2021

Feb 14, 2022
BUY
$48.51 - $51.13 $11,981 - $12,629
247 Added 2.57%
9,865 $498,000
Q3 2021

Nov 12, 2021
BUY
$48.05 - $50.04 $77,985 - $81,214
1,623 Added 20.3%
9,618 $467,000
Q2 2021

Aug 17, 2021
BUY
$47.15 - $49.08 $137,536 - $143,166
2,917 Added 57.44%
7,995 $392,000
Q1 2021

May 13, 2021
BUY
$45.96 - $47.83 $233,384 - $242,880
5,078 New
5,078 $243,000
Q2 2020

Aug 14, 2020
SELL
$37.89 - $43.15 $305,166 - $347,530
-8,054 Closed
0 $0
Q1 2020

May 13, 2020
BUY
$34.58 - $52.5 $99,936 - $151,725
2,890 Added 55.96%
8,054 $307,000
Q4 2019

Feb 13, 2020
BUY
$47.26 - $51.1 $13,847 - $14,972
293 Added 6.02%
5,164 $262,000
Q3 2019

Nov 14, 2019
BUY
$48.42 - $49.44 $235,853 - $240,822
4,871 New
4,871 $237,000

Others Institutions Holding XYLD

# of Institutions
272
Shares Held
33.8M
Call Options Held
432K
Put Options Held
18.7K
View Full List

About GLOBAL X FDS S&P 500 COVERED C

XYLD Quotes by TradingView
  • Ticker XYLD
  • Sector ETFs
  • Industry ETFs
More about XYLD
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