Ever Source Wealth Advisors, LLC Xai Octagon Floating Rate & Alternative Income Term Trust Call Options Transaction History

Ever Source Wealth Advisors, LLC

$1.48 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding XFLT

# of Institutions

60

Shares Held

4.56M

Call Options Held

0

Put Options Held

0

Belpointe Asset Management LLC

627K
Shares

$4.12 Million
0.29% of portfolio
Lpl Financial LLC Fort Mill, SC

355K
Shares

$2.33 Million
0.0% of portfolio
Consolidated Portfolio Review Corp Woodbury, NY

253K
Shares

$1.66 Million
0.38% of portfolio
Lido Advisors, LLC Los Angeles, CA

248K
Shares

$1.63 Million
0.01% of portfolio
Cambridge Investment Research Advisors, Inc.

216K
Shares

$1.42 Million
0.01% of portfolio

About XAI Octagon Floating Rate & Alternative Income Term Trust

Ticker XFLT
Exchange NYSE
Sector Financial Services
Industry Asset Management

More about XFLT

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