Abound Wealth Management Global X Fds S&P 500 Covered C Transaction History

Abound Wealth Management

$354 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Aug 08, 2024	SELL	$39.29 - $40.79 $1,335 - $1,386	-34 Closed	0 $0
Q4 2023 Aug 08, 2024	BUY	$37.59 - $39.73 $1,278 - $1,350	34 New	34 $1.34 Million

Others Institutions Holding XYLD

# of Institutions

274

Shares Held

40.9M

Call Options Held

755K

Put Options Held

35.6K

Proficio Capital Partners LLC Newton, MA

8.35M
Shares

$327 Million
1.61% of portfolio
Morgan Stanley New York, NY

4.92M
Shares

$193 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

3.33M
Shares

$130 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

2.46M
Shares

$96.3 Million
0.01% of portfolio
Nissay Asset Management Corp Tokyo, M0

1.65M
Shares

$64.7 Million
0.38% of portfolio

About GLOBAL X FDS S&P 500 COVERED C

Ticker XYLD
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