Number of Shares
221,627.00
Current Holdings Value*
$8.75 Mil
% of Portfolio
2.12%
Total Estimate Gain
$-437,005.05
% of Total Estimate Gain
-4.83%

Newbridge Financial Services Group, Inc.'s Global X S&P 500 Covered Call ETF Holding Summary

As of 2025-03-31, Newbridge Financial Services Group, Inc. held 221,627.00 shares of Global X S&P 500 Covered Call ETF(XYLD), totaling $8.75 Mil. This investment constitutes 2.12% of their stock portfolio, and Newbridge Financial Services Group, Inc. now holds 0.28% of the outstanding Global X S&P 500 Covered Call ETF(XYLD) stock.

The initial trade took place in 2022Q1. And since then Newbridge Financial Services Group, Inc. has made 12 purchases of XYLD, at an average price of $40.80, for a total of 221,627.00 shares. Based on historical transaction data and XYLD's current price of $38.83, Newbridge Financial Services Group, Inc.'s estimated gain on his XYLD holdings is $-437,005.05, reflecting a -4.83% gain to date.

Newbridge Financial Services Group, Inc. XYLD ($38.83) Holding Chart

Newbridge Financial Services Group, Inc. XYLD ($38.83) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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