Institute For Wealth Management, Llc. Global X Fdsnasdaq 100 Covered Transaction History

Institute For Wealth Management, Llc.

$737 Million
Q2 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Global X Fdsnasdaq 100 Covered stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 160,613 shares of QYLD stock, worth $2.89 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

160,613

Previous 164,653 2.45%

Holding current value

$2.89 Million

Previous $2.95 Million 3.73%

% of portfolio

0.39%

Previous 0.38%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 25, 2024	SELL	$17.22 - $18.04 $69,568 - $72,881	-4,040 Reduced 2.45%	160,613 $2.84 Million
Q1 2024 Apr 30, 2024	SELL	$17.09 - $18.0 $192,091 - $202,320	-11,240 Reduced 6.39%	164,653 $2.95 Million
Q4 2023 Jan 31, 2024	SELL	$16.3 - $17.51 $92,747 - $99,631	-5,690 Reduced 3.13%	175,893 $3.05 Million
Q3 2023 Oct 13, 2023	BUY	$16.58 - $18.05 $31,717 - $34,529	1,913 Added 1.06%	181,583 $3.05 Million
Q2 2023 Jul 25, 2023	BUY	$16.93 - $17.8 $319,993 - $336,437	18,901 Added 11.76%	179,670 $3.19 Million
Q1 2023 Apr 20, 2023	BUY	$15.76 - $17.15 $2.53 Million - $2.76 Million	160,769 New	160,769 $2.76 Million

Others Institutions Holding QYLD

# of Institutions

421

Shares Held

103M

Call Options Held

8.15M

Put Options Held

101K

View Full List

About GLOBAL X FDSNASDAQ 100 COVERED

Ticker QYLD
Sector ETFs
Industry ETFs

More about QYLD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.

Account

Institute For Wealth Management, Llc. Global X Fdsnasdaq 100 Covered Transaction History