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

First Foundation Advisors

$2.58 Billion
Q3 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 $303,365. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,055

Previous 19,580 63.97%

Holding current value

$303,365

Previous $791,000 63.08%

% of portfolio

0.01%

Previous 0.03%

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

232

Shares Held

26.7M

Call Options Held

29.5K

Put Options Held

14.9K

View Full List

About GLOBAL X FDS S&P 500 COVERED C

Ticker XYLD
Sector ETFs
Industry ETFs

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