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

Institute For Wealth Management, Llc.

  • $788 Million
  • Q4 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 147,857 shares of QYLD stock, worth $2.65 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
147,857
Previous 154,835 4.51%
Holding current value
$2.65 Million
Previous $2.79 Million 3.58%
% of portfolio
0.34%
Previous 0.36%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
SELL
$17.93 - $18.8 $125,115 - $131,186
-6,978 Reduced 4.51%
147,857 $2.69 Million
Q3 2024

Nov 12, 2024
SELL
$16.42 - $18.12 $94,874 - $104,697
-5,778 Reduced 3.6%
154,835 $2.79 Million
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
460
Shares Held
102M
Call Options Held
9.16M
Put Options Held
350K
View Full List

About GLOBAL X FDSNASDAQ 100 COVERED

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