Stone Crest Wealth Management, Inc. Global X Fds S&P 500 Covered C Transaction History

Stone Crest Wealth Management, Inc.

  • $131 Billion
  • Q2 2024

A detailed history of Stone Crest Wealth Management, Inc. transactions in Global X Fds S&P 500 Covered C stock. As of the latest transaction made, Stone Crest Wealth Management, Inc. holds 87,041 shares of XYLD stock, worth $3.6 Million. This represents 2.69% of its overall portfolio holdings.

Number of Shares
87,041
Previous 91,914 5.3%
Holding current value
$3.6 Million
Previous $3.75 Billion 6.14%
% of portfolio
2.69%
Previous 3.24%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024
SELL
$39.67 - $40.83 $193,311 - $198,964
-4,873 Reduced 5.3%
87,041 $3.52 Billion
Q1 2024

Apr 22, 2024
BUY
$39.29 - $40.79 $348,855 - $362,174
8,879 Added 10.69%
91,914 $3.75 Billion
Q4 2023

Jan 22, 2024
BUY
$37.59 - $39.73 $3.12 Million - $3.3 Million
83,035 New
83,035 $3.27 Billion

Others Institutions Holding XYLD

# of Institutions
238
Shares Held
28.5M
Call Options Held
2.64M
Put Options Held
15.4K
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 Stone Crest Wealth Management, Inc. Portfolio

Follow Stone Crest Wealth Management, Inc. 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 Stone Crest Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Stone Crest Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email