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

Avantax Planning Partners, Inc.

$2.76 Billion
Q4 2024

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 55,695 shares of XYLD stock, worth $2.38 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

55,695

Previous 61,678 9.7%

Holding current value

$2.38 Million

Previous $2.56 Million 8.83%

% of portfolio

0.08%

Previous 0.09%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

266

Shares Held

30.3M

Call Options Held

500K

Put Options Held

19.4K

View Full List

About GLOBAL X FDS S&P 500 COVERED C

Ticker XYLD
Sector ETFs
Industry ETFs

More about XYLD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Planning Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Planning Partners, Inc. with notifications on news.

Account

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