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

Sax Wealth Advisors, LLC

  • $2.07 Billion
  • Q4 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Global X Fds S&P 500 Covered C stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 13,152 shares of XYLD stock, worth $525,553. This represents 0.03% of its overall portfolio holdings.

Number of Shares
13,152
Previous 10,232 28.54%
Holding current value
$525,553
Previous $401,000 30.92%
% of portfolio
0.03%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
BUY
$38.94 - $40.08 $113,704 - $117,033
2,920 Added 28.54%
13,152 $525,000
Q3 2025

Oct 20, 2025
BUY
$38.52 - $39.39 $40,908 - $41,832
1,062 Added 11.58%
10,232 $401,000
Q2 2025

Jul 23, 2025
BUY
$35.62 - $39.64 $326,635 - $363,498
9,170 New
9,170 $357,000

Others Institutions Holding XYLD

# of Institutions
279
Shares Held
32.7M
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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