Atria Wealth Solutions, Inc. Xai Octagon Floating Rate & Alternative Income Term Trust Transaction History
Atria Wealth Solutions, Inc.
- $8.74 Billion
- Q4 2024
A detailed history of Atria Wealth Solutions, Inc. transactions in Xai Octagon Floating Rate & Alternative Income Term Trust stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 12,961 shares of XFLT stock, worth $69,730. This represents 0.0% of its overall portfolio holdings.
Number of Shares
12,961Holding current value
$69,730% of portfolio
0.0%Shares
3 transactions
Others Institutions Holding XFLT
# of Institutions
81Shares Held
6.64MCall Options Held
0Put Options Held
0-
Thomas J. Herzfeld Advisors, Inc. Miami Beach, FL1.04MShares$5.57 Million2.2% of portfolio
-
Belpointe Asset Management LLC613KShares$3.3 Million0.27% of portfolio
-
Ubs Group Ag358KShares$1.93 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC348KShares$1.87 Million0.0% of portfolio
-
Cresset Asset Management, LLC Chicago, IL317KShares$1.7 Million0.01% of portfolio
About XAI Octagon Floating Rate & Alternative Income Term Trust
- Ticker XFLT
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management