XML Financial, LLC XYLD Holdings History
XML Financial, LLC's Global X S&P 500 Covered Call ETF Holding Summary
As of 2025-06-30, XML Financial, LLC held 109,129.00 shares of Global X S&P 500 Covered Call ETF(XYLD), totaling $4.25 Mil. This investment constitutes 0.37% of their stock portfolio, and XML Financial, LLC now holds 0.14% of the outstanding Global X S&P 500 Covered Call ETF(XYLD) stock.
The initial trade took place in 2021Q4. And since then XML Financial, LLC has made 5 purchases of XYLD, at an average price of $42.11, for a total of 352,818.00 shares. In addition, there have been 7 sales at an average price of $41.51 for 243,689.00 shares. Based on historical transaction data and XYLD's current price of $38.99, XML Financial, LLC's estimated gain on his XYLD holdings is $-486,436.32, reflecting a -3.27% gain to date.
XML Financial, LLC XYLD ($38.99) Holding Chart
XML Financial, LLC XYLD ($38.99) 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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