Forvis Wealth Advisors, LLC Global X Fds S&P 500 Covered C Transaction History
Forvis Wealth Advisors, LLC
- $4.75 Billion
- Q3 2025
A detailed history of Forvis Wealth Advisors, LLC transactions in Global X Fds S&P 500 Covered C stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 6,425 shares of XYLD stock, worth $256,743. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,425
Previous 6,425
-0.0%
Holding current value
$256,743
Previous $250,000
0.8%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding XYLD
# of Institutions
281Shares Held
33.7MCall Options Held
14.4KPut Options Held
33.2K-
Morgan Stanley New York, NY3.91MShares$156 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.32MShares$133 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC2.17MShares$86.7 Million0.01% of portfolio
-
Sumitomo Life Insurance CO1.71MShares$68.3 Million2.2% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.69MShares$67.6 Million0.02% of portfolio