Avantax Planning Partners, Inc. Global X Fds S&P 500 Covered C Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Global X Fds S&P 500 Covered C stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 61,678 shares of XYLD stock, worth $2.67 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

61,678

Previous 71,142 13.3%

Holding current value

$2.67 Million

Previous $2.88 Million 11.02%

% of portfolio

0.09%

Previous 0.09%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$38.49 - $41.61 $364,269 - $393,797	-9,464 Reduced 13.3%	61,678 $2.56 Million
Q1 2024 May 02, 2024	SELL	$39.29 - $40.79 $151,895 - $157,694	-3,866 Reduced 5.15%	71,142 $2.9 Million
Q4 2023 Feb 09, 2024	BUY	$37.59 - $39.73 $2.82 Million - $2.98 Million	75,008 New	75,008 $2.96 Million

Others Institutions Holding XYLD

# of Institutions

232

Shares Held

26.7M

Call Options Held

29.5K

Put Options Held

14.9K

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About GLOBAL X FDS S&P 500 COVERED C

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