Juncture Wealth Strategies, LLC Global X Fds S&P 500 Covered C Transaction History
Juncture Wealth Strategies, LLC
- $239 Million
- Q2 2024
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 127,768 shares of XYLD stock, worth $5.29 Million. This represents 2.16% of its overall portfolio holdings.
Number of Shares
127,768
Previous 120,429
6.09%
Holding current value
$5.29 Million
Previous $4.91 Million
5.15%
% of portfolio
2.16%
Previous 2.11%
Shares
5 transactions
Others Institutions Holding XYLD
# of Institutions
238Shares Held
28.5MCall Options Held
2.64MPut Options Held
15.4K-
Nissay Asset Management Corp Tokyo, M04.52MShares$187 Million1.22% of portfolio
-
Morgan Stanley New York, NY3.53MShares$146 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.1MShares$128 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC2.45MShares$102 Million0.01% of portfolio
-
Ubs Group Ag1MShares$41.5 Million0.01% of portfolio