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

Lifeworks Advisors, LLC

  • $720 Million
  • Q3 2025

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 7,048 shares of XYLD stock, worth $281,638. This represents 0.04% of its overall portfolio holdings.

Number of Shares
7,048
Previous 7,048 -0.0%
Holding current value
$281,638
Previous $274,000 0.73%
% of portfolio
0.04%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
SELL
$35.62 - $39.64 $91,258 - $101,557
-2,562 Reduced 26.66%
7,048 $274,000
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
278
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

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