Ep Wealth Advisors, LLC Global X Fds S&P 500 Covered C Transaction History

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Global X Fds S&P 500 Covered C stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 2,575 shares of XYLD stock, worth $101,867. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,575

Holding current value

$101,867

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 14, 2025	BUY	$35.62 - $39.64 $91,721 - $102,073	2,575 New	2,575 $100,000

Others Institutions Holding XYLD

# of Institutions

280

Shares Held

40.9M

Call Options Held

443K

Put Options Held

40.4K

Proficio Capital Partners LLC Newton, MA

8.35M
Shares

$330 Million
1.61% of portfolio
Morgan Stanley New York, NY

4.43M
Shares

$175 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

3.33M
Shares

$132 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

2.46M
Shares

$97.2 Million
0.01% of portfolio
Nissay Asset Management Corp Tokyo, M0

1.65M
Shares

$65.4 Million
0.38% of portfolio

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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Ep Wealth Advisors, LLC Global X Fds S&P 500 Covered C Transaction History