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

Concurrent Investment Advisors, LLC

$2.48 Trillion
Q1 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 44,343 shares of XYLD stock, worth $1.8 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

44,343

Previous 56,257 21.18%

Holding current value

$1.8 Million

Previous $2.22 Billion 18.48%

% of portfolio

0.07%

Previous 0.1%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

225

Shares Held

26.9M

Call Options Held

2.64M

Put Options Held

32.1K

View Full List

About GLOBAL X FDS S&P 500 COVERED C

Ticker XYLD
Sector ETFs
Industry ETFs

More about XYLD

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