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

Iht Wealth Management, LLC

$3.44 Billion
Q2 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 79,995 shares of XYLD stock, worth $3.13 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

79,995

Previous 268,667 70.23%

Holding current value

$3.13 Million

Previous $10.6 Million 70.64%

% of portfolio

0.09%

Previous 0.35%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$35.62 - $39.64 $6.72 Million - $7.48 Million	-188,672 Reduced 70.23%	79,995 $3.12 Million
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

275

Shares Held

40.4M

Call Options Held

762K

Put Options Held

43.4K

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 Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.

Account

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