Xcel Wealth Management, LLC Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust Transaction History
Xcel Wealth Management, LLC
- $364 Million
- Q3 2025
A detailed history of Xcel Wealth Management, LLC transactions in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust stock. As of the latest transaction made, Xcel Wealth Management, LLC holds 65,171 shares of GBAB stock, worth $1.01 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
65,171
Previous 68,721
5.17%
Holding current value
$1.01 Million
Previous $1.03 Million
1.74%
% of portfolio
0.28%
Previous 0.31%
Shares
11 transactions
Others Institutions Holding GBAB
# of Institutions
73Shares Held
7.69MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.79MShares$43.2 Million0.0% of portfolio
-
Sit Investment Associates Inc Minneapolis, MN622KShares$9.63 Million0.2% of portfolio
-
Lpl Financial LLC Fort Mill, SC419KShares$6.48 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC373KShares$5.77 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA366KShares$5.66 Million0.0% of portfolio
About Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
- Ticker GBAB
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust is a closed ended fixed income mutual fund launched by Guggenheim Partners, LLC. The fund is co-managed by Guggenheim Funds Investment Advisors, LLC and Guggenheim Partners Investment Management, LLC. It invests in fixed income markets of the United States. The fund primarily in...