Cornerstone Advisory, LLC Global X Fds S&P 500 Covered C Transaction History

Cornerstone Advisory, LLC

$720 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 13, 2024	BUY	$37.59 - $39.73 $263,130 - $278,110	7,000 New	7,000 $276,000

Others Institutions Holding XYLD

# of Institutions

266

Shares Held

30.1M

Call Options Held

488K

Put Options Held

21K

Morgan Stanley New York, NY

4.25M
Shares

$182 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

3.57M
Shares

$153 Million
0.06% of portfolio
Bank Of America Corp Charlotte, NC

2.83M
Shares

$121 Million
0.01% of portfolio
Nissay Asset Management Corp Tokyo, M0

1.65M
Shares

$70.7 Million
0.44% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.54M
Shares

$65.8 Million
0.02% of portfolio

About GLOBAL X FDS S&P 500 COVERED C

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