Annex Advisory Services, LLC Global X Fds S&P 500 Covered C Transaction History

Annex Advisory Services, LLC

  • $3.52 Billion
  • Q3 2025

A detailed history of Annex Advisory Services, LLC transactions in Global X Fds S&P 500 Covered C stock. As of the latest transaction made, Annex Advisory Services, LLC holds 13,613 shares of XYLD stock, worth $543,975. This represents 0.02% of its overall portfolio holdings.

Number of Shares
13,613
Previous 20,380 33.2%
Holding current value
$543,975
Previous $793,000 32.66%
% of portfolio
0.02%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
SELL
$38.52 - $39.39 $260,664 - $266,552
-6,767 Reduced 33.2%
13,613 $534,000
Q1 2025

Apr 10, 2025
BUY
$39.02 - $42.89 $262,916 - $288,992
6,738 Added 49.39%
20,380 $800,000
Q4 2024

Jan 16, 2025
BUY
$40.86 - $43.42 $147,749 - $157,006
3,616 Added 36.07%
13,642 $571,000
Q3 2024

Oct 10, 2024
BUY
$38.49 - $41.61 $385,900 - $417,181
10,026 New
10,026 $416,000

Others Institutions Holding XYLD

# of Institutions
278
Shares Held
33.7M
Call Options Held
14.4K
Put Options Held
33.2K
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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