Xcel Wealth Management, LLC's ownership history for WFC

Xcel Wealth Management, LLC currently holds 23.1K shares with a market value of $1.8M. It started holding WFC on 2024-09-30. At its peak, it held 30.1K shares on 2024-09-30. Its highest holding value was $2.8M on 2025-12-31. At its lowest, it held 23.1K shares on 2026-03-31, with a value of $1.7M on 2024-09-30. In the recent 180 days, Xcel Wealth Management, LLC has decreased its shares by 6.8K. In the recent year, Xcel Wealth Management, LLC has decreased its shares by 6.5K.