Xcel Wealth Management, LLC Vaneck High Yield Muni ETF Transaction History
Xcel Wealth Management, LLC
- $356 Million
- Q4 2024
A detailed history of Xcel Wealth Management, LLC transactions in Vaneck High Yield Muni ETF stock. As of the latest transaction made, Xcel Wealth Management, LLC holds 7,950 shares of HYD stock, worth $416,818. This represents 0.12% of its overall portfolio holdings.
Number of Shares
7,950
Previous 7,500
6.0%
Holding current value
$416,818
Previous $398,000
3.52%
% of portfolio
0.12%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding HYD
# of Institutions
361Shares Held
79MCall Options Held
41.8KPut Options Held
522K-
Wealthfront Advisers LLC39.2MShares$2.06 Billion1.69% of portfolio
-
Bank Of America Corp Charlotte, NC9.87MShares$518 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA3.25MShares$170 Million0.22% of portfolio
-
Royal Bank Of Canada Toronto, A61.68MShares$88 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO1.64MShares$86 Million0.07% of portfolio