Great Valley Advisor Group, Inc. Xai Octagon Floating Rate & Alternative Income Term Trust Transaction History
Great Valley Advisor Group, Inc.
- $3.84 Billion
- Q3 2024
A detailed history of Great Valley Advisor Group, Inc. transactions in Xai Octagon Floating Rate & Alternative Income Term Trust stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 65,395 shares of XFLT stock, worth $432,914. This represents 0.01% of its overall portfolio holdings.
Number of Shares
65,395
Previous 60,322
8.41%
Holding current value
$432,914
Previous $425,000
4.71%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding XFLT
# of Institutions
60Shares Held
4.56MCall Options Held
0Put Options Held
0-
Belpointe Asset Management LLC627KShares$4.15 Million0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC355KShares$2.35 Million0.0% of portfolio
-
Consolidated Portfolio Review Corp Woodbury, NY253KShares$1.67 Million0.38% of portfolio
-
Lido Advisors, LLC Los Angeles, CA248KShares$1.64 Million0.01% of portfolio
-
Cambridge Investment Research Advisors, Inc.216KShares$1.43 Million0.01% of portfolio
About XAI Octagon Floating Rate & Alternative Income Term Trust
- Ticker XFLT
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management