Juncture Wealth Strategies, LLC Global X Fds S&P 500 Covered C Transaction History

Juncture Wealth Strategies, LLC

  • $254 Million
  • Q1 2025

A detailed history of Juncture Wealth Strategies, LLC transactions in Global X Fds S&P 500 Covered C stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 150,138 shares of XYLD stock, worth $5.75 Million. This represents 2.32% of its overall portfolio holdings.

Number of Shares
150,138
Previous 148,893 0.84%
Holding current value
$5.75 Million
Previous $6.24 Million 5.47%
% of portfolio
2.32%
Previous 2.34%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
BUY
$39.02 - $42.89 $48,579 - $53,398
1,245 Added 0.84%
150,138 $5.9 Million
Q4 2024

Jan 21, 2025
BUY
$40.86 - $43.42 $680,605 - $723,246
16,657 Added 12.6%
148,893 $6.24 Million
Q3 2024

Oct 09, 2024
BUY
$38.49 - $41.61 $171,973 - $185,913
4,468 Added 3.5%
132,236 $5.49 Million
Q2 2024

Jul 11, 2024
BUY
$39.67 - $40.83 $291,138 - $299,651
7,339 Added 6.09%
127,768 $5.17 Million
Q1 2024

Apr 05, 2024
BUY
$39.29 - $40.79 $542,516 - $563,228
13,808 Added 12.95%
120,429 $4.91 Million
Q4 2023

Jan 08, 2024
BUY
$37.59 - $39.73 $464,988 - $491,460
12,370 Added 13.12%
106,621 $4.21 Million
Q3 2023

Oct 10, 2023
BUY
$38.7 - $41.45 $16,215 - $17,367
419 Added 0.45%
94,251 $3.67 Million
Q2 2023

Jul 11, 2023
BUY
$39.92 - $41.31 $3.75 Million - $3.88 Million
93,832 New
93,832 $3.85 Million

Others Institutions Holding XYLD

# of Institutions
274
Shares Held
33.8M
Call Options Held
432K
Put Options Held
18.7K
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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