First Foundation Advisors Global X Fds S&P 500 Covered C Transaction History

First Foundation Advisors

$2.59 Billion
Q4 2024

A detailed history of First Foundation Advisors transactions in Global X Fds S&P 500 Covered C stock. As of the latest transaction made, First Foundation Advisors holds 7,055 shares of XYLD stock, worth $298,567. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,055

Previous 7,055 -0.0%

Holding current value

$298,567

Previous $292,000 1.03%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$38.49 - $41.61 $482,087 - $521,165	-12,525 Reduced 63.97%	7,055 $292,000
Q2 2024 Aug 06, 2024	SELL	$39.67 - $40.83 $193,113 - $198,760	-4,868 Reduced 19.91%	19,580 $791,000
Q1 2024 May 09, 2024	SELL	$39.29 - $40.79 $57,245 - $59,431	-1,457 Reduced 5.62%	24,448 $997,000
Q4 2023 Feb 14, 2024	BUY	$37.59 - $39.73 $730,937 - $772,549	19,445 Added 301.01%	25,905 $1.02 Million
Q3 2023 Nov 15, 2023	BUY	$38.7 - $41.45 $38,351 - $41,076	991 Added 18.12%	6,460 $251,000
Q2 2023 Aug 14, 2023	SELL	$39.92 - $41.31 $523,470 - $541,698	-13,113 Reduced 70.57%	5,469 $224,000
Q1 2023 May 12, 2023	BUY	$39.28 - $41.01 $438,129 - $457,425	11,154 Added 150.16%	18,582 $752,000
Q4 2022 Feb 14, 2023	BUY	$38.18 - $40.63 $283,601 - $301,799	7,428 New	7,428 $292,000

Others Institutions Holding XYLD

# of Institutions

269

Shares Held

30.3M

Call Options Held

500K

Put Options Held

19.4K

View Full List

About GLOBAL X FDS S&P 500 COVERED C

Ticker XYLD
Sector ETFs
Industry ETFs

More about XYLD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of First Foundation Advisors, based on Form 13F filings with the SEC.

News

Stay updated on First Foundation Advisors with notifications on news.

Account

First Foundation Advisors Global X Fds S&P 500 Covered C Transaction History