Alterity Financial Group, LLC Global X Fds S&P 500 Covered C Transaction History

Alterity Financial Group, LLC

  • $69.9 Million
  • Q4 2023

A detailed history of Alterity Financial Group, LLC transactions in Global X Fds S&P 500 Covered C stock. As of the latest transaction made, Alterity Financial Group, LLC holds 9,825 shares of XYLD stock, worth $401,940. This represents 0.55% of its overall portfolio holdings.

Number of Shares
9,825
Previous 9,825 -0.0%
Holding current value
$401,940
Previous $382,000 1.31%
% of portfolio
0.55%
Previous 0.61%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 27, 2023
BUY
$38.7 - $41.45 $18,382 - $19,688
475 Added 5.08%
9,825 $382,000
Q2 2023

Jul 18, 2023
SELL
$39.92 - $41.31 $33,532 - $34,700
-840 Reduced 8.24%
9,350 $383,000
Q1 2023

May 04, 2023
SELL
$39.28 - $41.01 $9,820 - $10,252
-250 Reduced 2.39%
10,190 $412,000
Q4 2022

Jan 31, 2023
SELL
$39.37 - $40.63 $61,220 - $63,179
-1,555 Reduced 12.96%
10,440 $411,000
Q3 2022

Nov 09, 2022
BUY
N/A
11,995 New
11,995 $457,000

Others Institutions Holding XYLD

# of Institutions
238
Shares Held
28.7M
Call Options Held
2.64M
Put Options Held
15.4K
View Full List

About GLOBAL X FDS S&P 500 COVERED C

XYLD Quotes by TradingView
  • Ticker XYLD
  • Sector ETFs
  • Industry ETFs
More about XYLD
Track This Portfolio

Track Alterity Financial Group, LLC Portfolio

Follow Alterity Financial Group, 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 Alterity Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Alterity Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email