Patriot Financial Group Insurance Agency, LLC Global X Fds S&P 500 Covered C Call Options Transaction History

Patriot Financial Group Insurance Agency, LLC

$685 Million
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding XYLG

# of Institutions

Shares Held

615K

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

249K
Shares

$6.47 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

116K
Shares

$3 Million
0.0% of portfolio
Avantax Advisory Services, Inc.

29.7K
Shares

$769,461
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

27.5K
Shares

$711,504
0.0% of portfolio
Envestnet Asset Management Inc

19K
Shares

$491,417
0.0% of portfolio

View Full List

About GLOBAL X FDS S&P 500 COVERED C

Ticker XYLG
Sector ETFs
Industry ETFs

More about XYLG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Patriot Financial Group Insurance Agency, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Patriot Financial Group Insurance Agency, LLC with notifications on news.

Account