Xcel Wealth Management, LLC Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust Transaction History
Xcel Wealth Management, LLC
- $338 Million
- Q3 2024
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 71,521 shares of GBAB stock, worth $1.19 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
71,521
Previous 67,071
6.63%
Holding current value
$1.19 Million
Previous $1.07 Million
17.92%
% of portfolio
0.37%
Previous 0.34%
Shares
7 transactions
Others Institutions Holding GBAB
# of Institutions
68Shares Held
5.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.84MShares$30.6 Million0.0% of portfolio
-
Guggenheim Capital LLC Chicago, IL769KShares$12.8 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC293KShares$4.88 Million0.0% of portfolio
-
Ubs Group Ag244KShares$4.05 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC193KShares$3.21 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...