Kingsview Wealth Management, LLC Global X Fds S&P 500 Covered C Transaction History

Kingsview Wealth Management, LLC

  • $4.71 Billion
  • Q4 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Global X Fds S&P 500 Covered C stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 5,797 shares of XYLD stock, worth $245,560. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,797
Previous 12,062 51.94%
Holding current value
$245,560
Previous $500,000 51.6%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 28, 2025
SELL
$40.86 - $43.42 $255,987 - $272,026
-6,265 Reduced 51.94%
5,797 $242,000
Q3 2024

Nov 12, 2024
SELL
$38.49 - $41.61 $9,237 - $9,986
-240 Reduced 1.95%
12,062 $500,000
Q2 2024

Aug 14, 2024
BUY
$39.67 - $40.83 $119 - $122
3 Added 0.02%
12,302 $497,000
Q1 2024

May 09, 2024
BUY
$39.29 - $40.79 $26,324 - $27,329
670 Added 5.76%
12,299 $501,000
Q4 2023

Feb 08, 2024
BUY
$37.59 - $39.73 $30,523 - $32,260
812 Added 7.51%
11,629 $458,000
Q3 2023

Nov 07, 2023
BUY
$38.7 - $41.45 $418,617 - $448,364
10,817 New
10,817 $420,000
Q4 2020

Feb 16, 2021
SELL
$42.83 - $46.83 $346,109 - $378,433
-8,081 Closed
0 $0
Q3 2020

Nov 19, 2020
SELL
$42.33 - $45.33 $669,321 - $716,757
-15,812 Reduced 66.18%
8,081 $361,000
Q2 2020

Aug 14, 2020
BUY
$37.89 - $43.15 $905,305 - $1.03 Million
23,893 New
23,893 $1.02 Million

Others Institutions Holding XYLD

# of Institutions
242
Shares Held
27.3M
Call Options Held
29.5K
Put Options Held
14.9K
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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