Xcel Wealth Management, LLC First Tr Lge Cap Growth Transaction History

Xcel Wealth Management, LLC

  • $338 Million
  • Q3 2024

A detailed history of Xcel Wealth Management, LLC transactions in First Tr Lge Cap Growth stock. As of the latest transaction made, Xcel Wealth Management, LLC holds 2,331 shares of FTC stock, worth $321,398. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,331
Previous 2,331 -0.0%
Holding current value
$321,398
Previous $285,000 7.37%
% of portfolio
0.09%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
BUY
$106.19 - $123.93 $1,486 - $1,735
14 Added 0.6%
2,331 $287,000
Q4 2022

Jan 19, 2023
BUY
$85.68 - $98.48 $198,520 - $228,178
2,317 New
2,317 $212,000

Others Institutions Holding FTC

# of Institutions
202
Shares Held
5.79M
Call Options Held
1.7K
Put Options Held
100
View Full List

About FIRST TR LGE CAP GROWTH

FTC Quotes by TradingView
  • Ticker FTC
  • Sector ETFs
  • Industry ETFs
More about FTC
Track This Portfolio

Track Xcel Wealth Management, LLC Portfolio

Follow Xcel Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Xcel Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Xcel Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email