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

Institute For Wealth Management, Llc.

$763 Million
Q1 2025

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 144,433 shares of QYLD stock, worth $2.35 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

144,433

Previous 147,857 2.32%

Holding current value

$2.35 Million

Previous $2.69 Million 10.84%

% of portfolio

0.31%

Previous 0.34%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$16.57 - $18.85 $56,735 - $64,542	-3,424 Reduced 2.32%	144,433 $2.4 Million
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

467

Shares Held

106M

Call Options Held

9.16M

Put Options Held

380K

View Full List

About GLOBAL X FDSNASDAQ 100 COVERED

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