Allworth Financial LP Xai Octagon Floating Rate & Alternative Income Term Trust Transaction History
Allworth Financial LP
- $17.3 Billion
- Q4 2024
A detailed history of Allworth Financial LP transactions in Xai Octagon Floating Rate & Alternative Income Term Trust stock. As of the latest transaction made, Allworth Financial LP holds 293 shares of XFLT stock, worth $1,895. This represents 0.0% of its overall portfolio holdings.
Number of Shares
293Holding current value
$1,895% of portfolio
0.0%Shares
2 transactions
Others Institutions Holding XFLT
# of Institutions
62Shares Held
4.73MCall Options Held
0Put Options Held
0-
Belpointe Asset Management LLC627KShares$4.06 Million0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC355KShares$2.3 Million0.0% of portfolio
-
Consolidated Portfolio Review Corp Woodbury, NY270KShares$1.75 Million0.28% of portfolio
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Lido Advisors, LLC Los Angeles, CA248KShares$1.61 Million0.01% of portfolio
-
Cambridge Investment Research Advisors, Inc.216KShares$1.4 Million0.01% of portfolio
About XAI Octagon Floating Rate & Alternative Income Term Trust
- Ticker XFLT
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management