Kestra Private Wealth Services, LLC Global X Fds S&P 500 Covered C Transaction History

Kestra Private Wealth Services, LLC

  • $5.67 Billion
  • Q4 2024

A detailed history of Kestra Private Wealth Services, LLC transactions in Global X Fds S&P 500 Covered C stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 8,792 shares of XYLD stock, worth $362,054. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,792
Previous 8,089 8.69%
Holding current value
$362,054
Previous $335,000 9.85%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$40.86 - $43.42 $28,724 - $30,524
703 Added 8.69%
8,792 $368,000
Q3 2024

Nov 13, 2024
BUY
$38.49 - $41.61 $32,100 - $34,702
834 Added 11.5%
8,089 $335,000
Q2 2024

Aug 12, 2024
SELL
$39.67 - $40.83 $19,279 - $19,843
-486 Reduced 6.28%
7,255 $293,000
Q1 2024

May 02, 2024
BUY
$39.29 - $40.79 $54,966 - $57,065
1,399 Added 22.06%
7,741 $315,000
Q4 2023

Feb 05, 2024
BUY
$37.59 - $39.73 $26,162 - $27,652
696 Added 12.33%
6,342 $250,000
Q3 2023

Nov 07, 2023
SELL
$38.7 - $41.45 $18,305 - $19,605
-473 Reduced 7.73%
5,646 $219,000
Q2 2023

Aug 08, 2023
BUY
$39.92 - $41.31 $244,270 - $252,775
6,119 New
6,119 $251,000
Q3 2022

Nov 14, 2022
BUY
$38.11 - $44.05 $9,984 - $11,541
262 Added 2.6%
10,353 $395,000
Q2 2022

Aug 12, 2022
BUY
$42.23 - $49.77 $426,142 - $502,229
10,091 New
10,091 $431,000

Others Institutions Holding XYLD

# of Institutions
270
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

XYLD Quotes by TradingView
  • Ticker XYLD
  • Sector ETFs
  • Industry ETFs
More about XYLD
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