Belpointe Asset Management LLC Xai Octagon Floating Rate & Alternative Income Term Trust Transaction History
Belpointe Asset Management LLC
- $1.24 Billion
- Q1 2024
A detailed history of Belpointe Asset Management LLC transactions in Xai Octagon Floating Rate & Alternative Income Term Trust stock. As of the latest transaction made, Belpointe Asset Management LLC holds 463,827 shares of XFLT stock, worth $3.29 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
463,827
Previous 106,425
335.83%
Holding current value
$3.29 Million
Previous $759,000
333.2%
% of portfolio
0.27%
Previous 0.07%
Shares
19 transactions
Others Institutions Holding XFLT
# of Institutions
62Shares Held
3.82MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC328KShares$2.33 Million0.0% of portfolio
-
Lido Advisors, LLC Los Angeles, CA214KShares$1.52 Million0.01% of portfolio
-
Claybrook Capital, LLC214KShares$1.52 Million0.86% of portfolio
-
Ubs Group Ag214KShares$1.52 Million0.0% of portfolio
-
Chicago Partners Investment Group LLC196KShares$1.39 Million0.06% of portfolio
About XAI Octagon Floating Rate & Alternative Income Term Trust
- Ticker XFLT
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management