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

Foundations Investment Advisors, LLC

  • $4.87 Billion
  • Q4 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 22,993 shares of XYLD stock, worth $921,789. This represents 0.02% of its overall portfolio holdings.

Number of Shares
22,993
Previous 17,747 29.56%
Holding current value
$921,789
Previous $736,000 30.84%
% of portfolio
0.02%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$40.86 - $43.42 $214,351 - $227,781
5,246 Added 29.56%
22,993 $963,000
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
269
Shares Held
30.4M
Call Options Held
500K
Put Options Held
19.4K
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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