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

Beta Wealth Group, Inc.

$184 Million
Q2 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 116,929 shares of XYLD stock, worth $4.63 Million. This represents 2.47% of its overall portfolio holdings.

Number of Shares

116,929

Previous 26,076 348.42%

Holding current value

$4.63 Million

Previous $1.03 Million 342.47%

% of portfolio

2.47%

Previous 0.52%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 08, 2025	BUY	$35.62 - $39.64 $3.24 Million - $3.6 Million	90,853 Added 348.42%	116,929 $4.55 Million
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

280

Shares Held

40.9M

Call Options Held

448K

Put Options Held

43.4K

View Full List

About GLOBAL X FDS S&P 500 COVERED C

Ticker XYLD
Sector ETFs
Industry ETFs

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