Xcel Wealth Management, LLC LISTED FD TR Transaction History

Xcel Wealth Management, LLC

  • $314 Million
  • Q1 2025
Number of Shares
6,410
Previous 5,465 17.29%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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