Beta Wealth Group, Inc. Global X Fds S&P 500 Covered C Transaction History

Beta Wealth Group, Inc.

  • $199 Million
  • Q1 2025

A detailed history of Beta Wealth Group, Inc. transactions in Global X Fds S&P 500 Covered C stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 26,076 shares of XYLD stock, worth $999,753. This represents 0.52% of its overall portfolio holdings.

Number of Shares
26,076
Holding current value
$999,753
% of portfolio
0.52%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
BUY
$39.02 - $42.89 $1.02 Million - $1.12 Million
26,076 New
26,076 $1.03 Million

Others Institutions Holding XYLD

# of Institutions
275
Shares Held
33.9M
Call Options Held
432K
Put Options Held
18.4K
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
Track This Portfolio

Track Beta Wealth Group, Inc. Portfolio

Follow Beta Wealth Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beta Wealth Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beta Wealth Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email