A detailed history of Private Client Services, LLC transactions in Global X Fds S&P 500 Covered C stock. As of the latest transaction made, Private Client Services, LLC holds 6,178 shares of XYLD stock, worth $246,872. This represents 0.08% of its overall portfolio holdings.

Number of Shares
6,178
Previous 6,052 2.08%
Holding current value
$246,872
Previous $236 Million 2.91%
% of portfolio
0.08%
Previous 0.09%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025

BUY
$38.52 - $39.39 $4,853 - $4,963
126 Added 2.08%
6,178 $243 Million
Q2 2025

Jul 01, 2025

BUY
$35.62 - $39.64 $6,197 - $6,897
174 Added 2.96%
6,052 $236 Million
Q1 2025

Apr 08, 2025

BUY
$39.02 - $42.89 $14,281 - $15,697
366 Added 6.64%
5,878 $232 Million
Q4 2024

Jan 08, 2025

BUY
$40.86 - $43.42 $1,430 - $1,519
35 Added 0.64%
5,512 $231 Million
Q3 2024

Oct 03, 2024

BUY
$38.49 - $41.61 $16,666 - $18,017
433 Added 8.58%
5,477 $227 Million
Q2 2024

Jul 29, 2024

BUY
$39.67 - $40.83 $200,095 - $205,946
5,044 New
5,044 $204 Million

Others Institutions Holding XYLD

About GLOBAL X FDS S&P 500 COVERED C


  • Ticker XYLD
  • Sector ETFs
  • Industry ETFs
More about XYLD
Track This Portfolio

Track Private Client Services, LLC Portfolio

Follow Private Client Services, 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 Private Client Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Client Services, LLC with notifications on news.