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

Stone Crest Wealth Management, Inc.

$153 Billion
Q4 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 96,017 shares of XYLD stock, worth $4.08 Million. This represents 2.63% of its overall portfolio holdings.

Number of Shares

96,017

Previous 90,563 6.02%

Holding current value

$4.08 Million

Previous $3.76 Billion 7.04%

% of portfolio

2.63%

Previous 2.73%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$40.86 - $43.42 $222,850 - $236,812	5,454 Added 6.02%	96,017 $4.02 Billion
Q3 2024 Oct 08, 2024	BUY	$38.49 - $41.61 $135,561 - $146,550	3,522 Added 4.05%	90,563 $3.76 Billion
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

234

Shares Held

26.8M

Call Options Held

29.5K

Put Options Held

14.9K

View Full List

About GLOBAL X FDS S&P 500 COVERED C

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