Xcel Wealth Management, LLC
CIK
0001791002
City
Holly Hill
State / Country
FL
Holdings in GBAB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $818,645 | 54,869 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $1,015,364 | 65,171 | Shares | Sole | 2025-10-29 |
| 2025-06-30 | $1,033,563 | 68,721 | Shares | Sole | 2025-07-15 |
| 2025-03-31 | $1,074,831 | 69,121 | Shares | Sole | 2025-04-28 |
| 2024-12-31 | $1,088,639 | 71,621 | Shares | Sole | 2025-02-05 |
| 2024-09-30 | $1,257,339 | 71,521 | Shares | Sole | 2024-10-21 |
| 2024-06-30 | $1,066,428 | 67,071 | Shares | Sole | 2024-07-23 |
| 2024-03-31 | $996,011 | 61,293 | Shares | Sole | 2024-04-22 |
| 2023-12-31 | $972,096 | 60,043 | Shares | Sole | 2024-01-29 |
| 2023-09-30 | $933,068 | 60,043 | Shares | Sole | 2023-10-17 |
| 2023-06-30 | $1,185,173 | 72,710 | Shares | Sole | 2023-07-26 |
| 2023-03-31 | $1,167,240 | 68,500 | Shares | Sole | 2023-04-26 |
| 2022-12-31 | $832,200 | 50,868 | Shares | Sole | 2023-01-19 |