A detailed history of Bartlett & Co. Wealth Management LLC transactions in Global X Fds S&P 500 Covered C stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 103 shares of XYLD stock, worth $3,941. This represents 0.0% of its overall portfolio holdings.

Number of Shares
103
Previous 313 67.09%
Holding current value
$3,941
Previous $13.5 Million 69.85%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025

SELL
$39.02 - $42.89 $8,194 - $9,006
-210 Reduced 67.09%
103 $4.07 Million
Q2 2024

Jul 12, 2024

BUY
$39.67 - $40.83 $12,416 - $12,779
313 New
313 $12.7 Million

Others Institutions Holding XYLD

About GLOBAL X FDS S&P 500 COVERED C


  • Ticker XYLD
  • Sector ETFs
  • Industry ETFs
More about XYLD
Track This Portfolio

Track Bartlett & Co. Wealth Management LLC Portfolio

Follow Bartlett & Co. Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Bartlett & Co. Wealth Management LLC with notifications on news.