A detailed history of Newbridge Financial Services Group, Inc. transactions in Global X Fds S&P 500 Covered C stock. As of the latest transaction made, Newbridge Financial Services Group, Inc. holds 138,819 shares of XYLD stock, worth $5.86 Million. This represents 2.09% of its overall portfolio holdings.

Number of Shares
138,819
Previous 106,371 30.5%
Holding current value
$5.86 Million
Previous $4.3 Million 33.95%
% of portfolio
2.09%
Previous 1.64%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$38.49 - $41.61 $1.25 Million - $1.35 Million
32,448 Added 30.5%
138,819 $5.76 Million
Q2 2024

Sep 11, 2024

BUY
$39.67 - $40.83 $1.94 Million - $2 Million
48,918 Added 85.14%
106,371 $4.3 Million
Q1 2024

Apr 24, 2024

BUY
$39.29 - $40.79 $1.12 Million - $1.16 Million
28,512 Added 98.52%
57,453 $2.34 Million
Q4 2023

Mar 28, 2024

BUY
$37.59 - $39.73 $218,022 - $230,433
5,800 Added 25.06%
28,941 $1.14 Million
Q3 2023

Oct 17, 2023

BUY
$38.7 - $41.45 $504,802 - $540,673
13,044 Added 129.19%
23,141 $899,000
Q2 2023

Jul 21, 2023

BUY
$39.92 - $41.31 $187,144 - $193,661
4,688 Added 86.67%
10,097 $414,000
Q1 2023

Apr 18, 2023

BUY
$39.28 - $41.01 $66,972 - $69,922
1,705 Added 46.03%
5,409 $219,000
Q4 2022

Jan 17, 2023

BUY
$38.18 - $40.63 $82,277 - $87,557
2,155 Added 139.12%
3,704 $0
Q3 2022

Oct 13, 2022

BUY
$38.11 - $44.05 $48,437 - $55,987
1,271 Added 457.19%
1,549 $59,000
Q1 2022

Apr 26, 2022

BUY
$46.77 - $50.78 $13,002 - $14,116
278 New
278 $14,000

Others Institutions Holding XYLD

About GLOBAL X FDS S&P 500 COVERED C


  • Ticker XYLD
  • Sector ETFs
  • Industry ETFs
More about XYLD
Track This Portfolio

Track Newbridge Financial Services Group, Inc. Portfolio

Follow Newbridge Financial Services Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Newbridge Financial Services Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Newbridge Financial Services Group, Inc. with notifications on news.