Tria Gen Wealth Management LLC Global X Fds S&P 500 Covered C Transaction History

Tria Gen Wealth Management LLC

  • $221 Million
  • Q1 2024

A detailed history of Tria Gen Wealth Management LLC transactions in Global X Fds S&P 500 Covered C stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 5,644 shares of XYLD stock, worth $226,042. This represents 0.1% of its overall portfolio holdings.

Number of Shares
5,644
Previous 5,644 -0.0%
Holding current value
$226,042
Previous $222,000 3.6%
% of portfolio
0.1%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 23, 2023
BUY
$38.7 - $41.45 $28,792 - $30,838
744 Added 15.18%
5,644 $219,000
Q2 2023

Aug 08, 2023
BUY
$39.92 - $41.31 $195,608 - $202,419
4,900 New
4,900 $201,000

Others Institutions Holding XYLD

# of Institutions
225
Shares Held
27M
Call Options Held
2.64M
Put Options Held
32.1K
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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