Number of Shares
243,075.00
Current Holdings Value*
$3.62 Mil
% of Portfolio
2.98%
Total Estimate Gain
$-424,397.92
% of Total Estimate Gain
-10.34%

Palacios Wealth Management, LLC's Global X Russell 2000 Covered Call ETF Holding Summary

As of 2025-06-30, Palacios Wealth Management, LLC held 243,075.00 shares of Global X Russell 2000 Covered Call ETF(RYLD), totaling $3.62 Mil. This investment constitutes 2.98% of their stock portfolio, and Palacios Wealth Management, LLC now holds 0.28% of the outstanding Global X Russell 2000 Covered Call ETF(RYLD) stock.

The initial trade took place in 2024Q4. And since then Palacios Wealth Management, LLC has made 1 purchases of RYLD, at an average price of $16.43, for a total of 249,889.00 shares. In addition, there have been 1 sales at an average price of $14.55 for 6,814.00 shares. Based on historical transaction data and RYLD's current price of $14.74, Palacios Wealth Management, LLC's estimated gain on his RYLD holdings is $-424,397.92, reflecting a -10.34% gain to date.

Palacios Wealth Management, LLC RYLD ($14.74) Holding Chart

Palacios Wealth Management, LLC RYLD ($14.74) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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