Firethorn Wealth Partners, LLC Xai Octagon Floating Rate & Alternative Income Term Trust Transaction History
Firethorn Wealth Partners, LLC
- $213 Million
- Q2 2025
A detailed history of Firethorn Wealth Partners, LLC transactions in Xai Octagon Floating Rate & Alternative Income Term Trust stock. As of the latest transaction made, Firethorn Wealth Partners, LLC holds 15,778 shares of XFLT stock, worth $86,621. This represents 0.04% of its overall portfolio holdings.
Number of Shares
15,778
Previous 15,166
4.04%
Holding current value
$86,621
Previous $90,000
1.11%
% of portfolio
0.04%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding XFLT
# of Institutions
83Shares Held
7.38MCall Options Held
0Put Options Held
0-
Thomas J. Herzfeld Advisors, Inc. Miami Beach, FL1.26MShares$6.91 Million2.53% of portfolio
-
J.W. Cole Advisors, Inc.497KShares$2.73 Million0.09% of portfolio
-
Belpointe Asset Management LLC485KShares$2.66 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC357KShares$1.96 Million0.0% of portfolio
-
Cresset Asset Management, LLC Chicago, IL317KShares$1.74 Million0.01% of portfolio
About XAI Octagon Floating Rate & Alternative Income Term Trust
- Ticker XFLT
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management