SIMS INVESTMENT MANAGEMENT, LLC XYLD Holdings History
Number of Shares
347,458.00
Current Holdings Value*
$13.72 Mil
% of Portfolio
6.13%
Total Estimate Gain
$-1.05 Mil
% of Total Estimate Gain
-7.23%
SIMS INVESTMENT MANAGEMENT, LLC's Global X S&P 500 Covered Call ETF Holding Summary
As of 2025-03-31, SIMS INVESTMENT MANAGEMENT, LLC held 347,458.00 shares of Global X S&P 500 Covered Call ETF(XYLD), totaling $13.72 Mil. This investment constitutes 6.13% of their stock portfolio, and SIMS INVESTMENT MANAGEMENT, LLC now holds 0.44% of the outstanding Global X S&P 500 Covered Call ETF(XYLD) stock.
The initial trade took place in 2024Q4. And since then SIMS INVESTMENT MANAGEMENT, LLC has made 1 purchases of XYLD, at an average price of $41.86, for a total of 347,458.00 shares. Based on historical transaction data and XYLD's current price of $38.84, SIMS INVESTMENT MANAGEMENT, LLC's estimated gain on his XYLD holdings is $-1.05 Mil, reflecting a -7.23% gain to date.
SIMS INVESTMENT MANAGEMENT, LLC XYLD ($38.84) Holding Chart
SIMS INVESTMENT MANAGEMENT, LLC XYLD ($38.84) 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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