Joseph P. Lucia & Associates, LLC Global X Fds S&P 500 Covered C Transaction History

Joseph P. Lucia & Associates, LLC

  • $192 Million
  • Q4 2024

A detailed history of Joseph P. Lucia & Associates, LLC transactions in Global X Fds S&P 500 Covered C stock. As of the latest transaction made, Joseph P. Lucia & Associates, LLC holds 20,439 shares of XYLD stock, worth $843,926. This represents 0.45% of its overall portfolio holdings.

Number of Shares
20,439
Previous 21,105 3.16%
Holding current value
$843,926
Previous $875,000 2.17%
% of portfolio
0.45%
Previous 0.47%

Shares

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

Jan 22, 2025
SELL
$40.86 - $43.42 $27,212 - $28,917
-666 Reduced 3.16%
20,439 $856,000
Q3 2024

Oct 23, 2024
BUY
$38.49 - $41.61 $9,507 - $10,277
247 Added 1.18%
21,105 $875,000
Q2 2024

Jul 24, 2024
SELL
$39.67 - $40.83 $4,919 - $5,062
-124 Reduced 0.59%
20,858 $843,000
Q1 2024

May 03, 2024
SELL
$39.29 - $40.79 $55,281 - $57,391
-1,407 Reduced 6.28%
20,982 $855,000
Q4 2023

Jan 29, 2024
BUY
$37.59 - $39.73 $375 - $397
10 Added 0.04%
22,389 $883,000
Q3 2023

Oct 30, 2023
BUY
$38.7 - $41.45 $18,808 - $20,144
486 Added 2.22%
22,379 $870,000
Q2 2023

Jul 21, 2023
BUY
$39.92 - $41.31 $37,205 - $38,500
932 Added 4.45%
21,893 $898,000
Q1 2023

May 02, 2023
BUY
$39.28 - $41.01 $823,348 - $859,610
20,961 New
20,961 $848,000
Q2 2022

Jul 26, 2022
BUY
$42.23 - $49.77 $49,029 - $57,782
1,161 New
1,161 $50,000

Others Institutions Holding XYLD

# of Institutions
269
Shares Held
30.3M
Call Options Held
500K
Put Options Held
19.4K
View Full List

About GLOBAL X FDS S&P 500 COVERED C

XYLD Quotes by TradingView
  • Ticker XYLD
  • Sector ETFs
  • Industry ETFs
More about XYLD
Track This Portfolio

Track Joseph P. Lucia & Associates, LLC Portfolio

Follow Joseph P. Lucia & Associates, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Joseph P. Lucia & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Joseph P. Lucia & Associates, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email