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

Juncture Wealth Strategies, LLC

$254 Million
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding XYLD

# of Institutions

274

Shares Held

33.8M

Call Options Held

432K

Put Options Held

18.7K

Morgan Stanley New York, NY

4.92M
Shares

$191 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

3.68M
Shares

$143 Million
0.06% of portfolio
Bank Of America Corp Charlotte, NC

3.41M
Shares

$132 Million
0.01% of portfolio
Nissay Asset Management Corp Tokyo, M0

1.65M
Shares

$64.1 Million
0.43% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.48M
Shares

$57.3 Million
0.02% of portfolio

About GLOBAL X FDS S&P 500 COVERED C

Ticker XYLD
Sector ETFs
Industry ETFs

More about XYLD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Juncture Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Juncture Wealth Strategies, LLC with notifications on news.