Xcel Wealth Management, LLC First Tr ETF Iii Municipal Hig Transaction History
Xcel Wealth Management, LLC
- $338 Million
- Q3 2024
A detailed history of Xcel Wealth Management, LLC transactions in First Tr ETF Iii Municipal Hig stock. As of the latest transaction made, Xcel Wealth Management, LLC holds 6,000 shares of FMHI stock, worth $289,260. This represents 0.09% of its overall portfolio holdings.
Number of Shares
6,000
Previous 6,000
-0.0%
Holding current value
$289,260
Previous $289,000
2.42%
% of portfolio
0.09%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding FMHI
# of Institutions
164Shares Held
10.7MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC1.52MShares$73.3 Million0.17% of portfolio
-
Morgan Stanley New York, NY980KShares$47.2 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC894KShares$43.1 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA660KShares$31.8 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC613KShares$29.6 Million0.0% of portfolio