Envestnet Asset Management Inc Xai Octagon Floating Rate & Alternative Income Term Trust Transaction History
Envestnet Asset Management Inc
- $299 Billion
- Q1 2025
A detailed history of Envestnet Asset Management Inc transactions in Xai Octagon Floating Rate & Alternative Income Term Trust stock. As of the latest transaction made, Envestnet Asset Management Inc holds 717,984 shares of XFLT stock, worth $4.1 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
717,984Holding current value
$4.1 Million% of portfolio
0.0%Shares
2 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
-
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
-
Cresset Asset Management, LLC Chicago, IL317KShares$1.81 Million0.01% of portfolio
About XAI Octagon Floating Rate & Alternative Income Term Trust
- Ticker XFLT
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management