Atlantic Private Wealth, LLC Global X Fds S&P 500 Covered C Transaction History
Atlantic Private Wealth, LLC
- $144 Million
- Q3 2025
A detailed history of Atlantic Private Wealth, LLC transactions in Global X Fds S&P 500 Covered C stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 8,354 shares of XYLD stock, worth $333,825. This represents 0.23% of its overall portfolio holdings.
Number of Shares
8,354
Previous 8,354
-0.0%
Holding current value
$333,825
Previous $325,000
0.62%
% of portfolio
0.23%
Previous 0.23%
Shares
1 transactions
Others Institutions Holding XYLD
# of Institutions
278Shares Held
33.7MCall Options Held
14.4KPut Options Held
33.2K-
Morgan Stanley New York, NY3.91MShares$156 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.32MShares$133 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC2.17MShares$86.7 Million0.01% of portfolio
-
Sumitomo Life Insurance CO1.71MShares$68.3 Million2.2% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.69MShares$67.6 Million0.02% of portfolio