Juncture Wealth Strategies, LLC Global X Fds S&P 500 Covered C Transaction History

Juncture Wealth Strategies, LLC

$267 Million
Q4 2024

A detailed history of Juncture Wealth Strategies, LLC transactions in Global X Fds S&P 500 Covered C stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 148,893 shares of XYLD stock, worth $6.31 Million. This represents 2.34% of its overall portfolio holdings.

Number of Shares

148,893

Previous 132,236 12.6%

Holding current value

$6.31 Million

Previous $5.49 Million 13.69%

% of portfolio

2.34%

Previous 2.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$40.86 - $43.42 $680,605 - $723,246	16,657 Added 12.6%	148,893 $6.24 Million
Q3 2024 Oct 09, 2024	BUY	$38.49 - $41.61 $171,973 - $185,913	4,468 Added 3.5%	132,236 $5.49 Million
Q2 2024 Jul 11, 2024	BUY	$39.67 - $40.83 $291,138 - $299,651	7,339 Added 6.09%	127,768 $5.17 Million
Q1 2024 Apr 05, 2024	BUY	$39.29 - $40.79 $542,516 - $563,228	13,808 Added 12.95%	120,429 $4.91 Million
Q4 2023 Jan 08, 2024	BUY	$37.59 - $39.73 $464,988 - $491,460	12,370 Added 13.12%	106,621 $4.21 Million
Q3 2023 Oct 10, 2023	BUY	$38.7 - $41.45 $16,215 - $17,367	419 Added 0.45%	94,251 $3.67 Million
Q2 2023 Jul 11, 2023	BUY	$39.92 - $41.31 $3.75 Million - $3.88 Million	93,832 New	93,832 $3.85 Million

Others Institutions Holding XYLD

# of Institutions

242

Shares Held

27.2M

Call Options Held

29.5K

Put Options Held

14.9K

View Full List

About GLOBAL X FDS S&P 500 COVERED C

Ticker XYLD
Sector ETFs
Industry ETFs

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Juncture Wealth Strategies, LLC Global X Fds S&P 500 Covered C Transaction History