Xcel Wealth Management, LLC LISTED FDS TR Transaction History

Xcel Wealth Management, LLC

  • $364 Million
  • Q3 2025
Number of Shares
7,125
Previous 7,160 0.49%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
SELL
N/A
-35 Reduced 0.49%
7,125 $0
Q2 2025

Jul 15, 2025
BUY
N/A
750 Added 11.7%
7,160 $0
Q1 2025

Apr 28, 2025
BUY
N/A
945 Added 17.29%
6,410 $0
Q4 2024

Feb 05, 2025
BUY
N/A
5,465 New
5,465 $0
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