Beacon Financial Advisory LLC Xai Octagon Floating Rate & Alternative Income Term Trust Transaction History
Beacon Financial Advisory LLC
- $373 Million
- Q3 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 18,672 shares of XFLT stock, worth $89,438. This represents 0.03% of its overall portfolio holdings.
Number of Shares
18,672
Previous 17,793
4.94%
Holding current value
$89,438
Previous $100,000
2.0%
% of portfolio
0.03%
Previous 0.03%
Shares
12 transactions
Others Institutions Holding XFLT
# of Institutions
86Shares Held
11.4MCall Options Held
0Put Options Held
0-
Sit Investment Associates Inc Minneapolis, MN2.57MShares$12.3 Million0.28% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ1.19MShares$5.68 Million0.02% of portfolio
-
Morgan Stanley New York, NY760KShares$3.64 Million0.0% of portfolio
-
Cresset Asset Management, LLC Chicago, IL726KShares$3.48 Million0.02% of portfolio
-
J.W. Cole Advisors, Inc.435KShares$2.09 Million0.05% of portfolio
About XAI Octagon Floating Rate & Alternative Income Term Trust
- Ticker XFLT
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management