Beacon Financial Advisory LLC Xai Octagon Floating Rate & Alternative Income Term Trust Transaction History
Beacon Financial Advisory LLC
- $298 Million
- Q1 2025
A detailed history of Beacon Financial Advisory LLC transactions in Xai Octagon Floating Rate & Alternative Income Term Trust stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 17,348 shares of XFLT stock, worth $98,363. This represents 0.03% of its overall portfolio holdings.
Number of Shares
17,348
Previous 16,036
8.18%
Holding current value
$98,363
Previous $106,000
3.77%
% of portfolio
0.03%
Previous 0.04%
Shares
10 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$7.13 Million2.53% of portfolio
-
Envestnet Asset Management Inc718KShares$4.07 Million0.0% of portfolio
-
J.W. Cole Advisors, Inc.497KShares$2.82 Million0.09% of portfolio
-
Belpointe Asset Management LLC448KShares$2.54 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC357KShares$2.02 Million0.0% of portfolio
About XAI Octagon Floating Rate & Alternative Income Term Trust
- Ticker XFLT
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management