A detailed history of Annex Advisory Services, LLC transactions in Global X Fds S&P 500 Covered C stock. As of the latest transaction made, Annex Advisory Services, LLC holds 13,642 shares of XYLD stock, worth $579,648. This represents 0.02% of its overall portfolio holdings.

Number of Shares
13,642
Previous 10,026 36.07%
Holding current value
$579,648
Previous $416,000 37.26%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025

BUY
$40.86 - $43.42 $147,749 - $157,006
3,616 Added 36.07%
13,642 $571,000
Q3 2024

Oct 10, 2024

BUY
$38.49 - $41.61 $385,900 - $417,181
10,026 New
10,026 $416,000

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 Annex Advisory Services, LLC Portfolio

Follow Annex Advisory Services, 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 Annex Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Annex Advisory Services, LLC with notifications on news.