Beam Wealth Advisors, Inc. Global X Fds S&P 500 Covered C Transaction History

Beam Wealth Advisors, Inc.

  • $306 Million
  • Q4 2024

A detailed history of Beam Wealth Advisors, Inc. transactions in Global X Fds S&P 500 Covered C stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 45,842 shares of XYLD stock, worth $1.89 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
45,842
Previous 44,718 2.51%
Holding current value
$1.89 Million
Previous $1.86 Million 3.5%
% of portfolio
0.63%
Previous 0.57%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$40.86 - $43.42 $45,926 - $48,804
1,124 Added 2.51%
45,842 $1.92 Million
Q3 2024

Nov 04, 2024
SELL
$38.49 - $41.61 $1,924 - $2,080
-50 Reduced 0.11%
44,718 $1.86 Million
Q2 2024

Aug 07, 2024
SELL
$39.67 - $40.83 $224,254 - $230,811
-5,653 Reduced 11.21%
44,768 $1.81 Million
Q1 2024

Apr 30, 2024
BUY
$39.29 - $40.79 $153,741 - $159,611
3,913 Added 8.41%
50,421 $2.06 Million
Q4 2023

Jan 30, 2024
SELL
$37.59 - $39.73 $69,391 - $73,341
-1,846 Reduced 3.82%
46,508 $1.83 Million
Q3 2023

Oct 26, 2023
SELL
$38.7 - $41.45 $9,752 - $10,445
-252 Reduced 0.52%
48,354 $1.88 Million
Q2 2023

Jul 26, 2023
SELL
$39.92 - $41.31 $34,650 - $35,857
-868 Reduced 1.75%
48,606 $2 Million
Q1 2023

Apr 26, 2023
BUY
$39.28 - $41.01 $50,514 - $52,738
1,286 Added 2.67%
49,474 $2 Million
Q4 2022

Jan 20, 2023
BUY
$38.18 - $40.63 $32,529 - $34,616
852 Added 1.8%
48,188 $0
Q3 2022

Oct 20, 2022
BUY
$38.11 - $44.05 $214,559 - $248,001
5,630 Added 13.5%
47,336 $1.8 Million
Q2 2022

Aug 01, 2022
BUY
$42.23 - $49.77 $116,554 - $137,365
2,760 Added 7.09%
41,706 $1.78 Million
Q1 2022

Apr 26, 2022
BUY
$46.77 - $50.78 $280,245 - $304,273
5,992 Added 18.18%
38,946 $1.93 Million
Q4 2021

Jan 14, 2022
BUY
$48.51 - $51.13 $164,739 - $173,637
3,396 Added 11.49%
32,954 $1.66 Million
Q3 2021

Oct 14, 2021
BUY
$48.05 - $50.04 $150,252 - $156,475
3,127 Added 11.83%
29,558 $1.43 Million
Q2 2021

Jul 13, 2021
BUY
$47.15 - $49.08 $214,721 - $223,510
4,554 Added 20.82%
26,431 $1.3 Million
Q1 2021

May 17, 2021
BUY
$45.96 - $47.83 $192,204 - $200,025
4,182 Added 23.63%
21,877 $1.05 Million
Q4 2020

Jan 26, 2021
BUY
$42.83 - $46.83 $63,045 - $68,933
1,472 Added 9.07%
17,695 $821,000
Q3 2020

Oct 07, 2020
BUY
$42.33 - $45.33 $6,645 - $7,116
157 Added 0.98%
16,223 $724,000
Q2 2020

Jul 07, 2020
BUY
$37.89 - $43.15 $17,353 - $19,762
458 Added 2.93%
16,066 $691,000
Q1 2020

Apr 08, 2020
BUY
$34.58 - $52.5 $76,041 - $115,447
2,199 Added 16.4%
15,608 $596,000
Q4 2019

Feb 14, 2020
BUY
$47.26 - $51.1 $633,709 - $685,199
13,409 New
13,409 $679,000

Others Institutions Holding XYLD

# of Institutions
270
Shares Held
30.4M
Call Options Held
500K
Put Options Held
19.4K
View Full List

About GLOBAL X FDS S&P 500 COVERED C

XYLD Quotes by TradingView
  • Ticker XYLD
  • Sector ETFs
  • Industry ETFs
More about XYLD
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