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

Lifeworks Advisors, LLC

  • $539 Million
  • Q4 2024

A detailed history of Lifeworks Advisors, LLC transactions in Global X Fds S&P 500 Covered C stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 9,610 shares of XYLD stock, worth $408,425. This represents 0.07% of its overall portfolio holdings.

Number of Shares
9,610
Previous 9,610 -0.0%
Holding current value
$408,425
Previous $398,000 1.01%
% of portfolio
0.07%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
SELL
$38.49 - $41.61 $5,773 - $6,241
-150 Reduced 1.54%
9,610 $398,000
Q2 2024

Aug 13, 2024
SELL
$39.67 - $40.83 $69,303 - $71,330
-1,747 Reduced 15.18%
9,760 $394,000
Q1 2024

May 10, 2024
SELL
$39.29 - $40.79 $131,385 - $136,401
-3,344 Reduced 22.52%
11,507 $469,000
Q3 2023

Nov 01, 2023
BUY
$38.7 - $41.45 $574,733 - $615,573
14,851 New
14,851 $577,000

Others Institutions Holding XYLD

# of Institutions
253
Shares Held
29.4M
Call Options Held
488K
Put Options Held
14.9K
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
Track This Portfolio

Track Lifeworks Advisors, LLC Portfolio

Follow Lifeworks Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lifeworks Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lifeworks Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email