Integrated Wealth Concepts LLC Xai Octagon Floating Rate & Alternative Income Term Trust Call Options Transaction History
Integrated Wealth Concepts LLC
- $8.03 Billion
- Q1 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding XFLT
# of Institutions
86Shares Held
8.18MCall Options Held
0Put Options Held
0-
Thomas J. Herzfeld Advisors, Inc. Miami Beach, FL1.26MShares$6.93 Million2.53% of portfolio
-
Envestnet Asset Management Inc718KShares$3.96 Million0.0% of portfolio
-
J.W. Cole Advisors, Inc.497KShares$2.74 Million0.09% of portfolio
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Belpointe Asset Management LLC485KShares$2.67 Million0.13% of portfolio
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Lpl Financial LLC Fort Mill, SC357KShares$1.97 Million0.0% of portfolio
About XAI Octagon Floating Rate & Alternative Income Term Trust
- Ticker XFLT
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management