Creative One Wealth, LLC Xai Octagon Floating Rate & Alternative Income Term Trust Transaction History
Creative One Wealth, LLC
- $3 Billion
- Q4 2024
A detailed history of Creative One Wealth, LLC transactions in Xai Octagon Floating Rate & Alternative Income Term Trust stock. As of the latest transaction made, Creative One Wealth, LLC holds 10,644 shares of XFLT stock, worth $68,121. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,644Holding current value
$68,121% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding XFLT
# of Institutions
80Shares Held
6.68MCall Options Held
0Put Options Held
0-
Thomas J. Herzfeld Advisors, Inc. Miami Beach, FL1.04MShares$6.63 Million2.2% of portfolio
-
Belpointe Asset Management LLC613KShares$3.93 Million0.27% of portfolio
-
Ubs Group Ag358KShares$2.29 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC348KShares$2.23 Million0.0% of portfolio
-
Cresset Asset Management, LLC Chicago, IL317KShares$2.03 Million0.01% of portfolio
About XAI Octagon Floating Rate & Alternative Income Term Trust
- Ticker XFLT
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management