CIK: 0001791002
Xcel Wealth Management, Llc
| Filing Date | Previous Period | Total Shares | Share-Type | Market Value | Change |
|---|---|---|---|---|---|
2021-04-15 | 216.24K | 415.71K | Shares | 15.06M | 199.48K |
2021-04-15 | 314.92K | 370.28K | Shares | 4.86M | 55.36K |
2023-07-26 | 332.88K | 352.42K | Shares | 10.11M | 19.55K |
2021-04-15 | 397.27K | 349.18K | Shares | 9.45M | -48.09K |
2023-07-26 | 295.55K | 272.20K | Shares | 7.20M | -23.35K |
2021-04-15 | 164.38K | 164.68K | Shares | 6.37M | 303 |
2020-10-27 | 32.70K | 145.88K | Shares | 2.65M | 113.19K |
2020-10-27 | 32.70K | 145.88K | Shares | 2.65M | 113.19K |
2021-04-15 | 96.35K | 136.93K | Shares | 7.96M | 40.58K |
2021-04-15 | 101.10K | 126.64K | Shares | 3.83M | 25.54K |
2021-01-13 | 116.89K | 118.35K | Shares | 7.34M | 1.46K |
2021-01-13 | 0 | 118.31K | Shares | 1.04M | 118.31K |
2021-01-13 | 77.38K | 79.07K | Shares | 4.03M | 1.69K |
2023-07-26 | 59.67K | 72.19K | Shares | 23.79M | 12.53K |
2021-04-15 | 69.94K | 70.75K | Shares | 8.36M | 810 |
2023-04-26 | 66.01K | 66.87K | Shares | 11.03M | 857 |
2021-04-15 | 54.20K | 55.80K | Shares | 8.49M | 1.60K |
2021-04-15 | 54.55K | 54.55K | Shares | 1.30M | -1 |
2021-01-13 | 45.09K | 50.72K | Shares | 5.43M | 5.63K |
2021-04-15 | 20.04K | 46.40K | Shares | 2.45M | 26.36K |
2021-01-13 | 41.88K | 41.60K | Shares | 2.97M | -275 |
2021-01-13 | 38.83K | 38.76K | Shares | 13.12M | -73 |
2021-04-15 | 23.00K | 38.50K | Shares | 8.16M | 15.50K |
2021-04-15 | 9.40K | 35.54K | Shares | 4.83M | 26.14K |
2021-01-13 | 31.92K | 32.14K | Shares | 2.19M | 222 |
2021-01-13 | 23.89K | 31.39K | Shares | 2.96M | 7.50K |
2021-01-13 | 26.73K | 31.36K | Shares | 5.28M | 4.63K |
2023-07-26 | 24.77K | 30.67K | Shares | 2.74M | 5.90K |
2023-07-26 | 31.73K | 29.75K | Shares | 1.79M | -1.99K |
2021-04-15 | 0 | 29.55K | Shares | 1.15M | 29.55K |
2021-01-13 | 28.47K | 27.97K | Shares | 6.12M | -500 |
2023-07-26 | 26.42K | 25.74K | Shares | 2.18M | -685 |
2021-04-15 | 47.90K | 23.05K | Shares | 1.25M | -24.85K |
2021-04-15 | 19.24K | 21.30K | Shares | 3.01M | 2.06K |
2023-07-26 | 29.46K | 20.45K | Shares | 2.43M | -9.02K |
2021-01-13 | 17.20K | 20.20K | Shares | 419K | 3K |
2021-01-13 | 18.87K | 18.88K | Shares | 2.02M | 1 |
2023-07-26 | 14.95K | 18.83K | Shares | 2.48M | 3.88K |
2021-04-15 | 25.12K | 18.67K | Shares | 261K | -6.45K |
2021-04-15 | 10.38K | 17.85K | Shares | 4.55M | 7.47K |
2021-04-15 | 15.18K | 17.36K | Shares | 5.65M | 2.18K |
2021-04-15 | 20.19K | 16.19K | Shares | 394K | -4.00K |
2020-07-10 | 16.12K | 16.12K | Shares | 373K | 0 |
2020-07-10 | 16.12K | 16.12K | Shares | 373K | 0 |
2021-04-15 | 15.56K | 15.56K | Shares | 1.21M | 0 |
2021-04-15 | 14.50K | 14.50K | Shares | 290K | 0 |
2023-07-26 | 23.86K | 14.29K | Shares | 385.54K | -9.57K |
2021-04-15 | 15.70K | 14K | Shares | 839K | -1.70K |
2021-01-13 | 14.04K | 13.98K | Shares | 1.65M | -55 |
2021-04-15 | 13.89K | 13.73K | Shares | 4.04M | -164 |
2021-04-15 | 10.20K | 13.02K | Shares | 1.73M | 2.82K |
2021-04-15 | 12.84K | 12.94K | Shares | 979K | 100 |
2021-04-15 | 12.63K | 12.37K | Shares | 1.76M | -260 |
2021-04-15 | 12.14K | 12.06K | Shares | 3.68M | -75 |
2021-04-15 | 10.85K | 10.90K | Shares | 2.71M | 52 |
2021-04-15 | 12.63K | 10.67K | Shares | 2.85M | -1.96K |
2023-07-26 | 10.59K | 10.59K | Shares | 607.88K | 0 |
2021-04-15 | 3.13K | 10.46K | Shares | 808K | 7.33K |
2021-04-15 | 10.32K | 10.32K | Shares | 364K | 0 |
2021-01-13 | 11.87K | 10.15K | Shares | 656K | -1.72K |
2020-10-27 | 10.10K | 10.10K | Shares | 267K | 0 |
2021-04-15 | 9.77K | 9.77K | Shares | 2.23M | 0 |
2021-04-15 | 9.66K | 9.73K | Shares | 4.51M | 62 |
2021-04-15 | 23.37K | 8.99K | Shares | 549K | -14.38K |
2021-04-15 | 8.97K | 8.97K | Shares | 523K | 0 |
2021-04-15 | 8.81K | 8.74K | Shares | 2.86M | -70 |
2020-10-27 | 9.94K | 8.47K | Shares | 444K | -1.47K |
2020-10-27 | 9.94K | 8.47K | Shares | 444K | -1.47K |
2021-04-15 | 8.34K | 8.39K | Shares | 1.52M | 55 |
2021-04-15 | 0 | 8.23K | Shares | 216K | 8.23K |
2021-01-13 | 2.57K | 8.17K | Shares | 668K | 5.59K |
2020-10-27 | 7.77K | 7.88K | Shares | 2.42M | 117 |
2020-10-27 | 7.77K | 7.88K | Shares | 2.42M | 117 |
2023-07-26 | 6.90K | 7.33K | Shares | 515.28K | 433 |
2021-01-13 | 6.97K | 7.25K | Shares | 3.79M | 288 |
2023-07-26 | 7.21K | 7.21K | Shares | 332.15K | 9 |
2021-01-13 | 7.07K | 7.07K | Shares | 1.28M | -1 |
2021-01-13 | 7.17K | 7.00K | Shares | 313K | -176 |
2021-01-13 | 6.12K | 6.63K | Shares | 607K | 510 |
2021-04-15 | 5.85K | 6.44K | Shares | 468K | 588 |
2021-01-13 | 6.37K | 6.32K | Shares | 1.34M | -50 |
2021-04-15 | 4.92K | 6.17K | Shares | 1.13M | 1.25K |
2023-07-26 | 13.30K | 6.07K | Shares | 1.12M | -7.24K |
2021-01-13 | 5.86K | 5.93K | Shares | 903K | 70 |
2020-07-10 | 0 | 5.66K | Shares | 305K | 5.66K |
2020-07-10 | 0 | 5.66K | Shares | 305K | 5.66K |
2021-04-15 | 7.17K | 5.54K | Shares | 580K | -1.63K |
2023-07-26 | 5.23K | 5.53K | Shares | 991.79K | 300 |
2021-04-15 | 4.74K | 5.38K | Shares | 16.66M | 642 |
2021-01-13 | 5.01K | 5.37K | Shares | 1.19M | 355 |
2020-10-27 | 5.33K | 5.33K | Shares | 280K | 0 |
2020-10-27 | 5.33K | 5.33K | Shares | 280K | 0 |
2021-04-15 | 5.83K | 5.08K | Shares | 1.18M | -749 |
2021-04-15 | 5K | 5.03K | Shares | 630K | 31 |
2021-04-15 | 5.20K | 5K | Shares | 218K | -200 |
2021-04-15 | 4.51K | 5.00K | Shares | 311K | 484 |
2021-04-15 | 0 | 4.95K | Shares | 496K | 4.95K |
2021-04-15 | 4.76K | 4.77K | Shares | 646K | 11 |
2021-01-13 | 4.74K | 4.74K | Shares | 224K | 0 |
2021-04-15 | 0 | 4.50K | Shares | 216K | 4.50K |