Curio Wealth, LLC Global X Fdsnasdaq 100 Covered Transaction History

Curio Wealth, LLC

$244 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 09, 2025	SELL	$16.57 - $18.85 $6,611 - $7,521	-399 Reduced 99.75%	1 $7.29 Million
Q4 2024 Feb 10, 2025	BUY	$17.93 - $18.8 $7,172 - $7,520	400 New	400 $7.29 Million

Others Institutions Holding QYLD

# of Institutions

466

Shares Held

114M

Call Options Held

158K

Put Options Held

179K

Global X Japan Co., Ltd. Chiyoda Ku, Tokyo, M0

13.3M
Shares

$231 Million
19.55% of portfolio
Morgan Stanley New York, NY

11.5M
Shares

$200 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

11.3M
Shares

$197 Million
0.06% of portfolio
Bank Of America Corp Charlotte, NC

5.13M
Shares

$89.4 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

4.2M
Shares

$73.2 Million
0.01% of portfolio

About GLOBAL X FDSNASDAQ 100 COVERED

Ticker QYLD
Sector ETFs
Industry ETFs

More about QYLD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Curio Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Curio Wealth, LLC with notifications on news.