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

Arete Wealth Advisors, LLC

$1.39 Billion
Q4 2024

A detailed history of Arete Wealth Advisors, LLC transactions in Global X Fds S&P 500 Covered C stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 13,981 shares of XYLD stock, worth $529,320. This represents 0.04% of its overall portfolio holdings.

Number of Shares

13,981

Previous 13,896 0.61%

Holding current value

$529,320

Previous $576,000 1.74%

% of portfolio

0.04%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$40.86 - $43.42 $3,473 - $3,690	85 Added 0.61%	13,981 $586,000
Q3 2024 Nov 14, 2024	BUY	$38.49 - $41.61 $15,357 - $16,602	399 Added 2.96%	13,896 $576,000
Q2 2024 Aug 13, 2024	SELL	$39.67 - $40.83 $30,704 - $31,602	-774 Reduced 5.42%	13,497 $546,000
Q1 2024 May 15, 2024	BUY	$39.29 - $40.79 $22,788 - $23,658	580 Added 4.24%	14,271 $582,000
Q4 2023 Feb 14, 2024	BUY	$37.59 - $39.73 $514,644 - $543,943	13,691 New	13,691 $539,000
Q2 2023 Aug 09, 2023	BUY	$39.92 - $41.31 $29,740 - $30,775	745 Added 2.76%	27,717 $1.14 Million
Q1 2023 May 01, 2023	BUY	$39.28 - $41.01 $383,254 - $400,134	9,757 Added 56.68%	26,972 $1.09 Million
Q4 2022 Feb 06, 2023	BUY	$38.18 - $40.63 $87,355 - $92,961	2,288 Added 15.33%	17,215 $677,000
Q3 2022 Nov 07, 2022	BUY	$38.11 - $44.05 $568,867 - $657,534	14,927 New	14,927 $569,000

Others Institutions Holding XYLD

# of Institutions

276

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

Ticker XYLD
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Industry ETFs

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