Xcel Wealth Management, LLC Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust Transaction History
Xcel Wealth Management, LLC
- $334 Million
- Q2 2025
A detailed history of Xcel Wealth Management, LLC transactions in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust stock. As of the latest transaction made, Xcel Wealth Management, LLC holds 68,721 shares of GBAB stock, worth $1.03 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
68,721
Previous 69,121
0.58%
Holding current value
$1.03 Million
Previous $1.07 Million
3.82%
% of portfolio
0.31%
Previous 0.34%
Shares
10 transactions
Others Institutions Holding GBAB
# of Institutions
74Shares Held
7.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.53MShares$37.8 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL432KShares$6.46 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC393KShares$5.87 Million0.0% of portfolio
-
Sit Investment Associates Inc Minneapolis, MN324KShares$4.84 Million0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA307KShares$4.58 Million0.0% of portfolio
About Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
- Ticker GBAB
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust is a closed ended fixed income mutual fund launched by Guggenheim Partners, LLC. The fund is co-managed by Guggenheim Funds Investment Advisors, LLC and Guggenheim Partners Investment Management, LLC. It invests in fixed income markets of the United States. The fund primarily in...