Xcel Wealth Management, LLC First Tr Lge Cap Growth Transaction History
Xcel Wealth Management, LLC
- $356 Million
- Q4 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 $319,183. This represents 0.09% of its overall portfolio holdings.
Number of Shares
2,331
Previous 2,331
-0.0%
Holding current value
$319,183
Previous $306,000
4.58%
% of portfolio
0.09%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding FTC
# of Institutions
207Shares Held
5.78MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY825KShares$113 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC714KShares$97.8 Million0.04% of portfolio
-
Janney Montgomery Scott LLC437KShares$59.9 Million0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA419KShares$57.4 Million0.01% of portfolio
-
Ubs Group Ag266KShares$36.4 Million0.01% of portfolio