Baird Financial Group, Inc. Xai Octagon Floating Rate & Alternative Income Term Trust Transaction History
Baird Financial Group, Inc.
- $50 Billion
- Q1 2025
A detailed history of Baird Financial Group, Inc. transactions in Xai Octagon Floating Rate & Alternative Income Term Trust stock. As of the latest transaction made, Baird Financial Group, Inc. holds 123,264 shares of XFLT stock, worth $712,465. This represents 0.0% of its overall portfolio holdings.
Number of Shares
123,264
Previous 69,823
76.54%
Holding current value
$712,465
Previous $463,000
57.24%
% of portfolio
0.0%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding XFLT
# of Institutions
86Shares Held
8.11MCall Options Held
0Put Options Held
0-
Thomas J. Herzfeld Advisors, Inc. Miami Beach, FL1.26MShares$7.27 Million2.53% of portfolio
-
Envestnet Asset Management Inc718KShares$4.15 Million0.0% of portfolio
-
J.W. Cole Advisors, Inc.497KShares$2.88 Million0.09% of portfolio
-
Belpointe Asset Management LLC448KShares$2.59 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC357KShares$2.06 Million0.0% of portfolio
About XAI Octagon Floating Rate & Alternative Income Term Trust
- Ticker XFLT
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management