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

Iron Horse Wealth Management, LLC

$276 Million
Q4 2024

A detailed history of Iron Horse Wealth Management, LLC transactions in Global X Fds S&P 500 Covered C stock. As of the latest transaction made, Iron Horse Wealth Management, LLC holds 17,210 shares of XYLD stock, worth $736,932. This represents 0.26% of its overall portfolio holdings.

Number of Shares

17,210

Previous 17,234 0.14%

Holding current value

$736,932

Previous $715,000 0.84%

% of portfolio

0.26%

Previous 0.26%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$40.86 - $43.42 $980 - $1,042	-24 Reduced 0.14%	17,210 $721,000
Q3 2024 Oct 22, 2024	BUY	$38.49 - $41.61 $56,580 - $61,166	1,470 Added 9.33%	17,234 $715,000
Q2 2024 Jul 22, 2024	SELL	$39.67 - $40.83 $32,529 - $33,480	-820 Reduced 4.94%	15,764 $637,000
Q1 2024 Apr 17, 2024	SELL	$39.29 - $40.79 $254,677 - $264,400	-6,482 Reduced 28.1%	16,584 $676,000
Q4 2023 Jan 22, 2024	SELL	$37.59 - $39.73 $1,804 - $1,907	-48 Reduced 0.21%	23,066 $909,000
Q3 2023 Oct 18, 2023	SELL	$38.7 - $41.45 $105,534 - $113,034	-2,727 Reduced 10.55%	23,114 $898,000
Q2 2023 Aug 01, 2023	SELL	$39.92 - $41.31 $6.46 Million - $6.68 Million	-161,787 Reduced 86.23%	25,841 $1.06 Million
Q1 2023 May 01, 2023	BUY	$39.28 - $41.01 $430,587 - $449,551	10,962 Added 6.2%	187,628 $7.6 Million
Q4 2022 Jan 19, 2023	BUY	$38.18 - $40.63 $4.24 Million - $4.51 Million	111,058 Added 169.28%	176,666 $6.96 Million
Q3 2022 Oct 12, 2022	SELL	$38.11 - $44.05 $4.01 Million - $4.63 Million	-105,149 Reduced 61.58%	65,608 $2.5 Million
Q2 2022 Aug 04, 2022	BUY	$42.23 - $49.77 $627,031 - $738,984	14,848 Added 9.52%	170,757 $7.29 Million
Q1 2022 Apr 11, 2022	BUY	$46.77 - $50.78 $753,558 - $818,167	16,112 Added 11.53%	155,909 $7.72 Million
Q4 2021 Jan 19, 2022	BUY	$48.51 - $51.13 $1.63 Million - $1.72 Million	33,655 Added 31.71%	139,797 $7.06 Million
Q3 2021 Oct 06, 2021	BUY	$48.05 - $50.04 $453,303 - $472,077	9,434 Added 9.76%	106,142 $5.15 Million
Q2 2021 Jul 23, 2021	BUY	$47.15 - $49.08 $2.06 Million - $2.15 Million	43,705 Added 82.46%	96,708 $4.74 Million
Q1 2021 Apr 13, 2021	BUY	$45.96 - $47.83 $207,371 - $215,808	4,512 Added 9.3%	53,003 $2.54 Million
Q4 2020 Jan 14, 2021	BUY	$42.83 - $46.83 $2.08 Million - $2.27 Million	48,491 New	48,491 $2.25 Million

Others Institutions Holding XYLD

# of Institutions

266

Shares Held

30.1M

Call Options Held

488K

Put Options Held

21K

View Full List

About GLOBAL X FDS S&P 500 COVERED C

Ticker XYLD
Sector ETFs
Industry ETFs

More about XYLD

Track This Portfolio

Portfolio Update

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

News

Stay updated on Iron Horse Wealth Management, LLC with notifications on news.

Account

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