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 $99,057. This represents 0.03% of its overall portfolio holdings.
Number of Shares
17,348
Previous 16,036
8.18%
Holding current value
$99,057
Previous $106,000
3.77%
% of portfolio
0.03%
Previous 0.04%
Shares
10 transactions
Others Institutions Holding XFLT
# of Institutions
85Shares Held
7.36MCall Options Held
0Put Options Held
0-
Thomas J. Herzfeld Advisors, Inc. Miami Beach, FL1.04MShares$5.92 Million2.2% of portfolio
-
Envestnet Asset Management Inc718KShares$4.1 Million0.0% of portfolio
-
Belpointe Asset Management LLC613KShares$3.5 Million0.27% of portfolio
-
Ubs Group Ag358KShares$2.05 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC348KShares$1.99 Million0.0% of portfolio
About XAI Octagon Floating Rate & Alternative Income Term Trust
- Ticker XFLT
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management