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 114,311 shares of XYLD stock, worth $4.96 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
114,311
Previous 162,189 29.52%
Holding current value
$4.96 Million
Previous $6.56 Million 27.67%
% of portfolio
0.03%
Previous 0.05%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$38.49 - $41.61 $1.84 Million - $1.99 Million
-47,878 Reduced 29.52%
114,311 $4.74 Million
Q2 2024

Aug 09, 2024

BUY
$39.67 - $40.83 $590,686 - $607,958
14,890 Added 10.11%
162,189 $6.56 Million
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
$38.18 - $40.63 $90,410 - $96,211
2,368 Added 40.03%
8,283 $326,000
Q3 2022

Nov 01, 2022

BUY
$38.11 - $44.05 $225,420 - $260,555
5,915 New
5,915 $225,000

Others Institutions Holding XYLD

About GLOBAL X FDS S&P 500 COVERED C


  • Ticker XYLD
  • Sector ETFs
  • Industry ETFs
More about XYLD
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