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

Iht Wealth Management, LLC

$3.06 Billion
Q1 2025

A detailed history of Iht Wealth Management, LLC transactions in Global X Fds S&P 500 Covered C stock. As of the latest transaction made, Iht Wealth Management, LLC holds 268,667 shares of XYLD stock, worth $10.3 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

268,667

Previous 195,162 37.66%

Holding current value

$10.3 Million

Previous $8.18 Million 29.74%

% of portfolio

0.35%

Previous 0.27%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$39.02 - $42.89 $2.87 Million - $3.15 Million	73,505 Added 37.66%	268,667 $10.6 Million
Q4 2024 Feb 14, 2025	SELL	$40.86 - $43.42 $874,894 - $929,709	-21,412 Reduced 9.89%	195,162 $8.18 Million
Q3 2024 Nov 14, 2024	SELL	$38.49 - $41.61 $258,922 - $279,910	-6,727 Reduced 3.01%	216,574 $8.99 Million
Q2 2024 Aug 14, 2024	SELL	$39.67 - $40.83 $281,220 - $289,443	-7,089 Reduced 3.08%	223,301 $9.03 Million
Q1 2024 May 15, 2024	SELL	$39.29 - $40.79 $3.2 Million - $3.32 Million	-81,506 Reduced 26.13%	230,390 $9.4 Million
Q4 2023 Feb 14, 2024	BUY	$37.59 - $39.73 $4.62 Million - $4.89 Million	122,998 Added 65.11%	311,896 $12.3 Million
Q3 2023 Nov 14, 2023	BUY	$38.7 - $41.45 $6.25 Million - $6.69 Million	161,383 Added 586.53%	188,898 $7.35 Million
Q2 2023 Aug 14, 2023	BUY	$39.92 - $41.31 $277,843 - $287,517	6,960 Added 33.86%	27,515 $1.13 Million
Q1 2023 May 15, 2023	BUY	$39.28 - $41.01 $337,179 - $352,029	8,584 Added 71.71%	20,555 $832,000
Q4 2022 Feb 14, 2023	BUY	$38.18 - $40.63 $13,019 - $13,854	341 Added 2.93%	11,971 $471,000
Q3 2022 Nov 22, 2022	BUY	$38.11 - $44.05 $443,219 - $512,301	11,630 New	11,630 $443,000

Others Institutions Holding XYLD

# of Institutions

274

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

Ticker XYLD
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Iht Wealth Management, LLC Global X Fds S&P 500 Covered C Transaction History