Avantax Advisory Services, Inc. Global X Fds S&P 500 Covered C Transaction History
Avantax Advisory Services, Inc.
- $17.6 Billion
- Q2 2025
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 186,782 shares of XYLD stock, worth $7.37 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
186,782
Previous 142,219
31.33%
Holding current value
$7.37 Million
Previous $5.62 Million
29.5%
% of portfolio
0.04%
Previous 0.04%
Shares
12 transactions
Others Institutions Holding XYLD
# of Institutions
274Shares Held
40.7MCall Options Held
448KPut Options Held
43.4K-
Proficio Capital Partners LLC Newton, MA8.35MShares$330 Million1.61% of portfolio
-
Morgan Stanley New York, NY4.43MShares$175 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.33MShares$131 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC2.46MShares$97 Million0.01% of portfolio
-
Nissay Asset Management Corp Tokyo, M01.65MShares$65.2 Million0.38% of portfolio