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 $7.32 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
186,782
Previous 142,219
31.33%
Holding current value
$7.32 Million
Previous $5.62 Million
29.5%
% of portfolio
0.04%
Previous 0.04%
Shares
12 transactions
Others Institutions Holding XYLD
# of Institutions
277Shares Held
40.4MCall Options Held
762KPut Options Held
43.4K-
Proficio Capital Partners LLC Newton, MA8.35MShares$327 Million1.61% of portfolio
-
Morgan Stanley New York, NY4.43MShares$173 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.33MShares$130 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC2.46MShares$96.3 Million0.01% of portfolio
-
Nissay Asset Management Corp Tokyo, M01.65MShares$64.7 Million0.38% of portfolio