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

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

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 14,867 shares of XYLD stock, worth $637,645. This represents 0.05% of its overall portfolio holdings.

Number of Shares
14,867
Previous 14,035 5.93%
Holding current value
$637,645
Previous $582 Million 6.95%
% of portfolio
0.05%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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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