M Holdings Securities, Inc. Global X Fds S&P 500 Covered C Transaction History

M Holdings Securities, Inc.

$398 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 15, 2023	BUY	$39.28 - $41.01 $230,062 - $240,195	5,857 New	5,857 $237,000

Others Institutions Holding XYLD

# of Institutions

253

Shares Held

29.4M

Call Options Held

488K

Put Options Held

14.9K

Morgan Stanley New York, NY

3.89M
Shares

$165 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

3.21M
Shares

$137 Million
0.06% of portfolio
Bank Of America Corp Charlotte, NC

2.9M
Shares

$123 Million
0.01% of portfolio
Nissay Asset Management Corp Tokyo, M0

1.65M
Shares

$70.2 Million
0.44% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.54M
Shares

$65.3 Million
0.02% of portfolio

About GLOBAL X FDS S&P 500 COVERED C

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