Kingswood Wealth Advisors, LLC Global X Fds S&P 500 Covered C Transaction History

Kingswood Wealth Advisors, LLC

  • $1.27 Trillion
  • Q2 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Global X Fds S&P 500 Covered C stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 14,484 shares of XYLD stock, worth $567,338. This represents 0.04% of its overall portfolio holdings.

Number of Shares
14,484
Previous 14,642 1.08%
Holding current value
$567,338
Previous $578 Million 2.48%
% of portfolio
0.04%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
SELL
$35.62 - $39.64 $5,627 - $6,263
-158 Reduced 1.08%
14,484 $564 Million
Q1 2025

Jul 25, 2025
SELL
$39.02 - $42.89 $149,914 - $164,783
-3,842 Reduced 26.53%
10,642 $420 Million
Q1 2025

Apr 21, 2025
SELL
$39.02 - $42.89 $8,779 - $9,650
-225 Reduced 1.51%
14,642 $578 Million
Q4 2024

Jan 22, 2025
BUY
$40.86 - $43.42 $33,995 - $36,125
832 Added 5.93%
14,867 $623 Million
Q3 2024

Oct 21, 2024
BUY
$38.49 - $41.61 $540,207 - $583,996
14,035 New
14,035 $582 Million

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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