Advyzon Investment Management, LLC Xai Octagon Floating Rate & Alternative Income Term Trust Transaction History
Advyzon Investment Management, LLC
- $283 Billion
- Q1 2025
A detailed history of Advyzon Investment Management, LLC transactions in Xai Octagon Floating Rate & Alternative Income Term Trust stock. As of the latest transaction made, Advyzon Investment Management, LLC holds 11,165 shares of XFLT stock, worth $63,640. This represents 0.02% of its overall portfolio holdings.
Number of Shares
11,165Holding current value
$63,640% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding XFLT
# of Institutions
88Shares Held
7.83MCall Options Held
0Put Options Held
0-
Thomas J. Herzfeld Advisors, Inc. Miami Beach, FL1.04MShares$5.91 Million2.2% of portfolio
-
Envestnet Asset Management Inc718KShares$4.09 Million0.0% of portfolio
-
Belpointe Asset Management LLC613KShares$3.5 Million0.27% of portfolio
-
J.W. Cole Advisors, Inc.497KShares$2.84 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC357KShares$2.04 Million0.0% of portfolio
About XAI Octagon Floating Rate & Alternative Income Term Trust
- Ticker XFLT
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management