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

First Foundation Advisors

  • $2.4 Billion
  • Q1 2025

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 20,970 shares of XYLD stock, worth $821,394. This represents 0.03% of its overall portfolio holdings.

Number of Shares
20,970
Previous 7,055 197.24%
Holding current value
$821,394
Previous $295,000 180.68%
% of portfolio
0.03%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
BUY
$39.02 - $42.89 $542,963 - $596,814
13,915 Added 197.24%
20,970 $828,000
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
41.8M
Call Options Held
751K
Put Options Held
24.2K
View Full List

About GLOBAL X FDS S&P 500 COVERED C

XYLD Quotes by TradingView
  • Ticker XYLD
  • Sector ETFs
  • Industry ETFs
More about XYLD
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