Xcel Wealth Management, LLC First Tr Lge Cap Growth Transaction History
Xcel Wealth Management, LLC
- $338 Million
- Q3 2024
A detailed history of Xcel Wealth Management, LLC transactions in First Tr Lge Cap Growth stock. As of the latest transaction made, Xcel Wealth Management, LLC holds 2,331 shares of FTC stock, worth $343,659. This represents 0.09% of its overall portfolio holdings.
Number of Shares
2,331
Previous 2,331
-0.0%
Holding current value
$343,659
Previous $285,000
7.37%
% of portfolio
0.09%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding FTC
# of Institutions
203Shares Held
6.31MCall Options Held
1.7KPut Options Held
100-
Morgan Stanley New York, NY833KShares$123 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC715KShares$105 Million0.04% of portfolio
-
International Assets Investment Management, LLC Orlando, FL522KShares$77 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA443KShares$65.3 Million0.01% of portfolio
-
Janney Montgomery Scott LLC430KShares$63.4 Million0.16% of portfolio