A detailed history of Joseph P. Lucia & Associates, LLC transactions in Global X Fds S&P 500 Covered C stock. As of the latest transaction made, Joseph P. Lucia & Associates, LLC holds 21,105 shares of XYLD stock, worth $915,323. This represents 0.47% of its overall portfolio holdings.

Number of Shares
21,105
Previous 20,858 1.18%
Holding current value
$915,323
Previous $843,000 3.8%
% of portfolio
0.47%
Previous 0.5%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$38.49 - $41.61 $9,507 - $10,277
247 Added 1.18%
21,105 $875,000
Q2 2024

Jul 24, 2024

SELL
$39.67 - $40.83 $4,919 - $5,062
-124 Reduced 0.59%
20,858 $843,000
Q1 2024

May 03, 2024

SELL
$39.29 - $40.79 $55,281 - $57,391
-1,407 Reduced 6.28%
20,982 $855,000
Q4 2023

Jan 29, 2024

BUY
$37.59 - $39.73 $375 - $397
10 Added 0.04%
22,389 $883,000
Q3 2023

Oct 30, 2023

BUY
$38.7 - $41.45 $18,808 - $20,144
486 Added 2.22%
22,379 $870,000
Q2 2023

Jul 21, 2023

BUY
$39.92 - $41.31 $37,205 - $38,500
932 Added 4.45%
21,893 $898,000
Q1 2023

May 02, 2023

BUY
$39.28 - $41.01 $823,348 - $859,610
20,961 New
20,961 $848,000
Q2 2022

Jul 26, 2022

BUY
$42.23 - $49.77 $49,029 - $57,782
1,161 New
1,161 $50,000

Others Institutions Holding XYLD

About GLOBAL X FDS S&P 500 COVERED C


  • Ticker XYLD
  • Sector ETFs
  • Industry ETFs
More about XYLD
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