Cibc Private Wealth Group, LLC Xai Octagon Floating Rate & Alternative Income Term Trust Transaction History
Cibc Private Wealth Group, LLC
- $51.3 Billion
- Q1 2025
A detailed history of Cibc Private Wealth Group, LLC transactions in Xai Octagon Floating Rate & Alternative Income Term Trust stock. As of the latest transaction made, Cibc Private Wealth Group, LLC holds 1 shares of XFLT stock, worth $5. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1Holding current value
$5% of portfolio
0.0%Shares
1 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$7.1 Million2.53% of portfolio
-
Envestnet Asset Management Inc718KShares$4.05 Million0.0% of portfolio
-
J.W. Cole Advisors, Inc.497KShares$2.81 Million0.09% of portfolio
-
Belpointe Asset Management LLC448KShares$2.53 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC357KShares$2.01 Million0.0% of portfolio
About XAI Octagon Floating Rate & Alternative Income Term Trust
- Ticker XFLT
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management