Avantax Advisory Services, Inc. Global X Fds S&P 500 Covered C Transaction History

Avantax Advisory Services, Inc.

$11.1 Billion
Q1 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Global X Fds S&P 500 Covered C stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 147,299 shares of XYLD stock, worth $6 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

147,299

Previous 95,959 53.5%

Holding current value

$6 Million

Previous $3.78 Million 58.77%

% of portfolio

0.05%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	BUY	$39.29 - $40.79 $2.02 Million - $2.09 Million	51,340 Added 53.5%	147,299 $6.01 Million
Q4 2023 Feb 07, 2024	BUY	$37.59 - $39.73 $2.47 Million - $2.62 Million	65,832 Added 218.51%	95,959 $3.78 Million
Q3 2023 Nov 07, 2023	BUY	$38.7 - $41.45 $565,058 - $605,211	14,601 Added 94.04%	30,127 $1.17 Million
Q2 2023 Aug 11, 2023	BUY	$39.92 - $41.31 $8,582 - $8,881	215 Added 1.4%	15,526 $637,000
Q1 2023 Apr 28, 2023	BUY	$39.28 - $41.01 $276,059 - $288,218	7,028 Added 84.85%	15,311 $620,000

Q4 2022 Feb 13, 2023	BUY	$39.37 - $40.63 $93,228 - $96,211	2,368 Added 40.03%	8,283 $326,000
Q3 2022 Nov 01, 2022	BUY	N/A	5,915 New	5,915 $225,000

Others Institutions Holding XYLD

# of Institutions

225

Shares Held

26.9M

Call Options Held

2.64M

Put Options Held

32.1K

View Full List

About GLOBAL X FDS S&P 500 COVERED C

Ticker XYLD
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Avantax Advisory Services, Inc. Global X Fds S&P 500 Covered C Transaction History