A detailed history of San Luis Wealth Advisors LLC transactions in Global X Fds S&P 500 Covered C stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 66,379 shares of XYLD stock, worth $2.59 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
66,379
Previous 63,757 4.11%
Holding current value
$2.59 Million
Previous $2.52 Million 2.66%
% of portfolio
0.56%
Previous 0.57%

Shares

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

Jul 17, 2025

BUY
$35.62 - $39.64 $93,395 - $103,936
2,622 Added 4.11%
66,379 $2.59 Million
Q1 2025

Apr 18, 2025

BUY
$39.02 - $42.89 $1.81 Million - $1.98 Million
46,265 Added 264.49%
63,757 $2.52 Million
Q4 2024

Jan 14, 2025

BUY
$40.86 - $43.42 $69,257 - $73,596
1,695 Added 10.73%
17,492 $733,000
Q3 2024

Oct 09, 2024

BUY
$38.49 - $41.61 $341,637 - $369,330
8,876 Added 128.25%
15,797 $656,000
Q2 2024

Jul 12, 2024

BUY
$39.67 - $40.83 $274,556 - $282,584
6,921 New
6,921 $280,000
Q1 2023

May 10, 2023

SELL
$39.28 - $41.01 $94,272 - $98,424
-2,400 Reduced 30.97%
5,350 $217,000
Q4 2022

Feb 02, 2023

SELL
$38.18 - $40.63 $284,860 - $303,140
-7,461 Reduced 49.05%
7,750 $305,000
Q3 2022

Oct 26, 2022

BUY
$38.11 - $44.05 $326,221 - $377,068
8,560 Added 128.7%
15,211 $580,000
Q2 2022

Aug 10, 2022

SELL
$42.23 - $49.77 $23,057 - $27,174
-546 Reduced 7.59%
6,651 $284,000
Q4 2021

Feb 14, 2022

BUY
$48.51 - $51.13 $349,126 - $367,982
7,197 New
7,197 $364,000

Others Institutions Holding XYLD

About GLOBAL X FDS S&P 500 COVERED C


  • Ticker XYLD
  • Sector ETFs
  • Industry ETFs
More about XYLD
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