Gradient Investments LLC Global X Fds S&P 500 Covered C Transaction History

Gradient Investments LLC

$3.79 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 23, 2024	BUY	$39.29 - $40.79 $39 - $40	1 New	1 $0
Q4 2022 Jan 10, 2023	BUY	$38.18 - $40.63 $2,138 - $2,275	56 New	56 $0
Q2 2021 Jul 12, 2021	SELL	$47.15 - $49.08 $9,571 - $9,963	-203 Closed	0 $0
Q1 2021 Apr 21, 2021	SELL	$45.96 - $47.83 $24,129 - $25,110	-525 Reduced 72.12%	203 $10,000
Q3 2020 Oct 06, 2020	SELL	$42.33 - $45.33 $296 - $317	-7 Reduced 0.95%	728 $32,000
Q2 2020 Jul 10, 2020	SELL	$37.89 - $43.15 $6.69 Million - $7.62 Million	-176,641 Reduced 99.59%	735 $31,000
Q1 2020 Apr 07, 2020	SELL	$34.58 - $52.5 $328,890 - $499,327	-9,511 Reduced 5.09%	177,376 $6.78 Million
Q4 2019 Jan 15, 2020	BUY	$47.26 - $51.1 $1.09 Million - $1.18 Million	23,004 Added 14.04%	186,887 $9.47 Million
Q3 2019 Oct 10, 2019	BUY	$48.42 - $49.44 $1.26 Million - $1.28 Million	25,948 Added 18.81%	163,883 $7.98 Million
Q2 2019 Jul 16, 2019	BUY	N/A	28,075 Added 25.56%	137,935 $6.74 Million
Q1 2019 Apr 11, 2019	BUY	N/A	109,860 New	109,860 $5.25 Million

Others Institutions Holding XYLD

# of Institutions

232

Shares Held

26.7M

Call Options Held

29.5K

Put Options Held

14.9K

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 Gradient Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gradient Investments LLC with notifications on news.