Avantax Planning Partners, Inc. Global X Fds S&P 500 Covered C Transaction History

Avantax Planning Partners, Inc.

$3.45 Billion
Q3 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Global X Fds S&P 500 Covered C stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 90,609 shares of XYLD stock, worth $3.62 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

90,609

Previous 94,968 4.59%

Holding current value

$3.62 Million

Previous $3.7 Million 3.81%

% of portfolio

0.1%

Previous 0.12%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	SELL	$38.52 - $39.39 $167,908 - $171,701	-4,359 Reduced 4.59%	90,609 $3.56 Million
Q2 2025 Aug 11, 2025	BUY	$35.62 - $39.64 $938,088 - $1.04 Million	26,336 Added 38.37%	94,968 $3.7 Million
Q1 2025 Apr 28, 2025	BUY	$39.02 - $42.89 $504,801 - $554,867	12,937 Added 23.23%	68,632 $2.71 Million
Q4 2024 Feb 07, 2025	SELL	$40.86 - $43.42 $244,465 - $259,781	-5,983 Reduced 9.7%	55,695 $2.33 Million
Q3 2024 Nov 13, 2024	SELL	$38.49 - $41.61 $364,269 - $393,797	-9,464 Reduced 13.3%	61,678 $2.56 Million

Q1 2024 May 02, 2024	SELL	$39.29 - $40.79 $151,895 - $157,694	-3,866 Reduced 5.15%	71,142 $2.9 Million
Q4 2023 Feb 09, 2024	BUY	$37.59 - $39.73 $2.82 Million - $2.98 Million	75,008 New	75,008 $2.96 Million

Others Institutions Holding XYLD

# of Institutions

280

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

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Avantax Planning Partners, Inc. Global X Fds S&P 500 Covered C Transaction History