Garde Capital, Inc. Xai Octagon Floating Rate & Alternative Income Term Trust Transaction History
Garde Capital, Inc.
- $1.87 Billion
- Q2 2025
A detailed history of Garde Capital, Inc. transactions in Xai Octagon Floating Rate & Alternative Income Term Trust stock. As of the latest transaction made, Garde Capital, Inc. holds 1,785 shares of XFLT stock, worth $9,799. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,785
Previous 1,785
-0.0%
Holding current value
$9,799
Previous $10,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 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