Atria Wealth Solutions, Inc. Xai Octagon Floating Rate & Alternative Income Term Trust Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 13, 2023	SELL	$6.0 - $6.75 $88,926 - $100,041	-14,821 Closed	0 $0
Q3 2022 Nov 14, 2022	BUY	$5.94 - $25.6 $88,036 - $379,417	14,821 New	14,821 $89,000

Others Institutions Holding XFLT

# of Institutions

60

Shares Held

4.56M

Call Options Held

0

Put Options Held

0

Belpointe Asset Management LLC

627K
Shares

$4.15 Million
0.29% of portfolio
Lpl Financial LLC Fort Mill, SC

355K
Shares

$2.35 Million
0.0% of portfolio
Consolidated Portfolio Review Corp Woodbury, NY

253K
Shares

$1.67 Million
0.38% of portfolio
Lido Advisors, LLC Los Angeles, CA

248K
Shares

$1.64 Million
0.01% of portfolio
Cambridge Investment Research Advisors, Inc.

216K
Shares

$1.43 Million
0.01% of portfolio

About XAI Octagon Floating Rate & Alternative Income Term Trust

Ticker XFLT
Exchange NYSE
Sector Financial Services
Industry Asset Management

More about XFLT

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