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

Concurrent Investment Advisors, LLC

$4.12 Trillion
Q1 2025

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 83,797 shares of XYLD stock, worth $3.21 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

83,797

Previous 47,832 75.19%

Holding current value

$3.21 Million

Previous $2 Billion 65.11%

% of portfolio

0.08%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$39.02 - $42.89 $1.4 Million - $1.54 Million	35,965 Added 75.19%	83,797 $3.31 Billion
Q4 2024 Feb 03, 2025	SELL	$40.86 - $43.42 $74,365 - $79,024	-1,820 Reduced 3.67%	47,832 $2 Billion
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

274

Shares Held

33.8M

Call Options Held

432K

Put Options Held

18.7K

View Full List

About GLOBAL X FDS S&P 500 COVERED C

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