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

Joseph P. Lucia & Associates, LLC

  • $159 Million
  • Q1 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 20,982 shares of XYLD stock, worth $856,065. This represents 0.54% of its overall portfolio holdings.

Number of Shares
20,982
Previous 22,389 6.28%
Holding current value
$856,065
Previous $883,000 3.17%
% of portfolio
0.54%
Previous 0.55%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
1,161 New
1,161 $50,000

Others Institutions Holding XYLD

# of Institutions
225
Shares Held
26.9M
Call Options Held
2.64M
Put Options Held
32.1K
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
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