A detailed history of Regal Investment Advisors LLC transactions in Global X Fds S&P 500 Covered C stock. As of the latest transaction made, Regal Investment Advisors LLC holds 28,812 shares of XYLD stock, worth $1.25 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
28,812
Previous 29,669 2.89%
Holding current value
$1.25 Million
Previous $1.2 Million 0.33%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Nov 12, 2024

SELL
$38.49 - $41.61 $32,985 - $35,659
-857 Reduced 2.89%
28,812 $1.2 Million
Q2 2024

Aug 14, 2024

BUY
$39.67 - $40.83 $4,284 - $4,409
108 Added 0.37%
29,669 $1.2 Million
Q1 2024

May 15, 2024

BUY
$39.29 - $40.79 $36,264 - $37,649
923 Added 3.22%
29,561 $1.21 Million
Q4 2023

Feb 14, 2024

BUY
$37.59 - $39.73 $8,344 - $8,820
222 Added 0.78%
28,638 $1.13 Million
Q3 2023

Nov 13, 2023

SELL
$38.7 - $41.45 $53,251 - $57,035
-1,376 Reduced 4.62%
28,416 $1.11 Million
Q2 2023

Aug 11, 2023

BUY
$39.92 - $41.31 $65,708 - $67,996
1,646 Added 5.85%
29,792 $1.22 Million
Q1 2023

May 11, 2023

BUY
$39.28 - $41.01 $176,681 - $184,462
4,498 Added 19.02%
28,146 $1.14 Million
Q4 2022

Mar 01, 2023

SELL
$38.18 - $40.63 $18,250 - $19,421
-478 Reduced 1.98%
23,648 $931,000
Q3 2022

Nov 15, 2022

BUY
$38.11 - $44.05 $21,760 - $25,152
571 Added 2.42%
24,126 $919,000
Q2 2022

Aug 09, 2022

SELL
$42.23 - $49.77 $6,503 - $7,664
-154 Reduced 0.65%
23,555 $1.01 Million
Q1 2022

May 09, 2022

BUY
$46.77 - $50.78 $1.11 Million - $1.2 Million
23,709 New
23,709 $1.17 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 Regal Investment Advisors LLC Portfolio

Follow Regal Investment 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 Regal Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Regal Investment Advisors LLC with notifications on news.