Cresset Asset Management, LLC Xai Octagon Floating Rate & Alternative Income Term Trust Transaction History
Cresset Asset Management, LLC
- $17.6 Billion
- Q1 2025
A detailed history of Cresset Asset Management, LLC transactions in Xai Octagon Floating Rate & Alternative Income Term Trust stock. As of the latest transaction made, Cresset Asset Management, LLC holds 316,601 shares of XFLT stock, worth $1.82 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
316,601
Previous 316,564
0.01%
Holding current value
$1.82 Million
Previous $2.1 Million
10.95%
% of portfolio
0.01%
Previous 0.01%
Shares
2 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$7.23 Million2.53% of portfolio
-
Envestnet Asset Management Inc718KShares$4.13 Million0.0% of portfolio
-
J.W. Cole Advisors, Inc.497KShares$2.86 Million0.09% of portfolio
-
Belpointe Asset Management LLC448KShares$2.58 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC357KShares$2.05 Million0.0% of portfolio
About XAI Octagon Floating Rate & Alternative Income Term Trust
- Ticker XFLT
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management