Wj Wealth Management, LLC Global X Fds S&P 500 Covered C Transaction History

Wj Wealth Management, LLC

  • $245 Million
  • Q1 2025

A detailed history of Wj Wealth Management, LLC transactions in Global X Fds S&P 500 Covered C stock. As of the latest transaction made, Wj Wealth Management, LLC holds 116,875 shares of XYLD stock, worth $4.55 Million. This represents 1.88% of its overall portfolio holdings.

Number of Shares
116,875
Previous 228,351 48.82%
Holding current value
$4.55 Million
Previous $9.57 Million 51.76%
% of portfolio
1.88%
Previous 3.58%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
SELL
$39.02 - $42.89 $4.35 Million - $4.78 Million
-111,476 Reduced 48.82%
116,875 $4.62 Million
Q4 2024

Jan 24, 2025
BUY
$40.86 - $43.42 $8.28 Million - $8.8 Million
202,725 Added 791.09%
228,351 $9.57 Million
Q3 2024

Oct 31, 2024
BUY
$38.49 - $41.61 $118,510 - $128,117
3,079 Added 13.66%
25,626 $1.06 Million
Q2 2024

Aug 09, 2024
BUY
$39.67 - $40.83 $894,439 - $920,594
22,547 New
22,547 $911,000

Others Institutions Holding XYLD

# of Institutions
271
Shares Held
33.9M
Call Options Held
432K
Put Options Held
18.7K
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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