Foundations Investment Advisors, LLC Global X Fds S&P 500 Covered C Transaction History

Foundations Investment Advisors, LLC

$4.46 Billion
Q3 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Global X Fds S&P 500 Covered C stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 17,747 shares of XYLD stock, worth $769,687. This represents 0.02% of its overall portfolio holdings.

Number of Shares

17,747

Previous 13,793 28.67%

Holding current value

$769,687

Previous $557,000 32.14%

% of portfolio

0.02%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$38.49 - $41.61 $152,189 - $164,525	3,954 Added 28.67%	17,747 $736,000
Q2 2024 Aug 02, 2024	BUY	$39.67 - $40.83 $4,086 - $4,205	103 Added 0.75%	13,793 $557,000
Q1 2024 May 13, 2024	SELL	$39.29 - $40.79 $200,457 - $208,110	-5,102 Reduced 27.15%	13,690 $558,000
Q4 2023 Feb 08, 2024	BUY	$37.59 - $39.73 $8,946 - $9,455	238 Added 1.28%	18,792 $741,000
Q3 2023 Oct 05, 2023	BUY	$38.7 - $41.45 $290,520 - $311,165	7,507 Added 67.96%	18,554 $721,000
Q2 2023 Jul 19, 2023	SELL	$39.92 - $41.31 $15,968 - $16,524	-400 Reduced 3.49%	11,047 $453,000
Q1 2023 Apr 25, 2023	BUY	$39.28 - $41.01 $19,561 - $20,422	498 Added 4.55%	11,447 $463,000
Q4 2022 Jan 11, 2023	BUY	$38.18 - $40.63 $418,032 - $444,857	10,949 New	10,949 $0

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
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Industry ETFs

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Foundations Investment Advisors, LLC Global X Fds S&P 500 Covered C Transaction History