Xcel Wealth Management, LLC Vaneck High Yield Muni ETF Transaction History

Xcel Wealth Management, LLC

  • $338 Million
  • Q3 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 7,500 shares of HYD stock, worth $386,550. This represents 0.12% of its overall portfolio holdings.

Number of Shares
7,500
Previous 6,250 20.0%
Holding current value
$386,550
Previous $322,000 23.6%
% of portfolio
0.12%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$51.46 - $53.07 $64,325 - $66,337
1,250 Added 20.0%
7,500 $398,000
Q2 2024

Jul 23, 2024
BUY
$51.05 - $52.32 $12,762 - $13,080
250 Added 4.17%
6,250 $322,000
Q1 2024

Apr 22, 2024
BUY
$50.72 - $52.26 $304,320 - $313,560
6,000 New
6,000 $313,000

Others Institutions Holding HYD

# of Institutions
345
Shares Held
38.9M
Call Options Held
24.1K
Put Options Held
69.8K
View Full List

About VANECK HIGH YIELD MUNI ETF

HYD Quotes by TradingView
  • Ticker HYD
  • Sector ETFs
  • Industry ETFs
More about HYD
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