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

Iron Horse Wealth Management, LLC

$270 Million
Q3 2024

A detailed history of Iron Horse Wealth Management, LLC transactions in Global X Fds S&P 500 Covered C stock. As of the latest transaction made, Iron Horse Wealth Management, LLC holds 17,234 shares of XYLD stock, worth $747,438. This represents 0.26% of its overall portfolio holdings.

Number of Shares

17,234

Previous 15,764 9.33%

Holding current value

$747,438

Previous $637,000 12.24%

% of portfolio

0.26%

Previous 0.26%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	BUY	$38.49 - $41.61 $56,580 - $61,166	1,470 Added 9.33%	17,234 $715,000
Q2 2024 Jul 22, 2024	SELL	$39.67 - $40.83 $32,529 - $33,480	-820 Reduced 4.94%	15,764 $637,000
Q1 2024 Apr 17, 2024	SELL	$39.29 - $40.79 $254,677 - $264,400	-6,482 Reduced 28.1%	16,584 $676,000
Q4 2023 Jan 22, 2024	SELL	$37.59 - $39.73 $1,804 - $1,907	-48 Reduced 0.21%	23,066 $909,000
Q3 2023 Oct 18, 2023	SELL	$38.7 - $41.45 $105,534 - $113,034	-2,727 Reduced 10.55%	23,114 $898,000
Q2 2023 Aug 01, 2023	SELL	$39.92 - $41.31 $6.46 Million - $6.68 Million	-161,787 Reduced 86.23%	25,841 $1.06 Million
Q1 2023 May 01, 2023	BUY	$39.28 - $41.01 $430,587 - $449,551	10,962 Added 6.2%	187,628 $7.6 Million
Q4 2022 Jan 19, 2023	BUY	$38.18 - $40.63 $4.24 Million - $4.51 Million	111,058 Added 169.28%	176,666 $6.96 Million
Q3 2022 Oct 12, 2022	SELL	$38.11 - $44.05 $4.01 Million - $4.63 Million	-105,149 Reduced 61.58%	65,608 $2.5 Million
Q2 2022 Aug 04, 2022	BUY	$42.23 - $49.77 $627,031 - $738,984	14,848 Added 9.52%	170,757 $7.29 Million
Q1 2022 Apr 11, 2022	BUY	$46.77 - $50.78 $753,558 - $818,167	16,112 Added 11.53%	155,909 $7.72 Million
Q4 2021 Jan 19, 2022	BUY	$48.51 - $51.13 $1.63 Million - $1.72 Million	33,655 Added 31.71%	139,797 $7.06 Million
Q3 2021 Oct 06, 2021	BUY	$48.05 - $50.04 $453,303 - $472,077	9,434 Added 9.76%	106,142 $5.15 Million
Q2 2021 Jul 23, 2021	BUY	$47.15 - $49.08 $2.06 Million - $2.15 Million	43,705 Added 82.46%	96,708 $4.74 Million
Q1 2021 Apr 13, 2021	BUY	$45.96 - $47.83 $207,371 - $215,808	4,512 Added 9.3%	53,003 $2.54 Million
Q4 2020 Jan 14, 2021	BUY	$42.83 - $46.83 $2.08 Million - $2.27 Million	48,491 New	48,491 $2.25 Million

Others Institutions Holding XYLD

# of Institutions

232

Shares Held

26.7M

Call Options Held

29.5K

Put Options Held

14.9K

View Full List

About GLOBAL X FDS S&P 500 COVERED C

Ticker XYLD
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Iron Horse Wealth Management, LLC Global X Fds S&P 500 Covered C Transaction History