Concurrent Investment Advisors, LLC Global X Fds S&P 500 Covered C Transaction History

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Global X Fds S&P 500 Covered C stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 49,652 shares of XYLD stock, worth $2.14 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
49,652
Previous 48,685 1.99%
Holding current value
$2.14 Million
Previous $1.97 Billion 4.68%
% of portfolio
0.06%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$38.49 - $41.61 $37,219 - $40,236
967 Added 1.99%
49,652 $2.06 Billion
Q2 2024

Jul 30, 2024
BUY
$39.67 - $40.83 $172,247 - $177,283
4,342 Added 9.79%
48,685 $1.97 Billion
Q1 2024

May 07, 2024
SELL
$39.29 - $40.79 $468,101 - $485,972
-11,914 Reduced 21.18%
44,343 $1.81 Billion
Q4 2023

Apr 15, 2024
BUY
$37.59 - $39.73 $2.11 Million - $2.24 Million
56,257 New
56,257 $2.22 Billion

Others Institutions Holding XYLD

# of Institutions
232
Shares Held
26.7M
Call Options Held
29.5K
Put Options Held
14.9K
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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