Institute For Wealth Management, Llc. Global X Fds S&P 500 Covered C Transaction History

Institute For Wealth Management, Llc.

$788 Million
Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Global X Fds S&P 500 Covered C stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 48,658 shares of XYLD stock, worth $1.98 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

48,658

Previous 49,634 1.97%

Holding current value

$1.98 Million

Previous $2.06 Million 1.02%

% of portfolio

0.26%

Previous 0.26%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 23, 2025	SELL	$40.86 - $43.42 $39,879 - $42,377	-976 Reduced 1.97%	48,658 $2.04 Million
Q3 2024 Nov 12, 2024	SELL	$38.49 - $41.61 $73,900 - $79,891	-1,920 Reduced 3.72%	49,634 $2.06 Million
Q2 2024 Jul 25, 2024	SELL	$39.67 - $40.83 $34,235 - $35,236	-863 Reduced 1.65%	51,554 $2.08 Million
Q1 2024 Apr 30, 2024	SELL	$39.29 - $40.79 $134,057 - $139,175	-3,412 Reduced 6.11%	52,417 $2.14 Million
Q4 2023 Jan 31, 2024	SELL	$37.59 - $39.73 $534,642 - $565,079	-14,223 Reduced 20.3%	55,829 $2.2 Million
Q3 2023 Oct 13, 2023	BUY	$38.7 - $41.45 $45,240 - $48,455	1,169 Added 1.7%	70,052 $2.72 Million
Q2 2023 Jul 25, 2023	BUY	$39.92 - $41.31 $325,228 - $336,552	8,147 Added 13.41%	68,883 $2.83 Million
Q1 2023 Apr 20, 2023	BUY	$39.28 - $41.01 $2.39 Million - $2.49 Million	60,736 New	60,736 $2.46 Million

Others Institutions Holding XYLD

# of Institutions

270

Shares Held

30.4M

Call Options Held

500K

Put Options Held

19.4K

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About GLOBAL X FDS S&P 500 COVERED C

Ticker XYLD
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Institute For Wealth Management, Llc. Global X Fds S&P 500 Covered C Transaction History