J.W. Cole Advisors, Inc. Xai Octagon Floating Rate & Alternative Income Term Trust Transaction History
J.W. Cole Advisors, Inc.
- $2.33 Billion
- Q3 2024
A detailed history of J.W. Cole Advisors, Inc. transactions in Xai Octagon Floating Rate & Alternative Income Term Trust stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 157,853 shares of XFLT stock, worth $1.06 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
157,853
Previous 85,241
85.18%
Holding current value
$1.06 Million
Previous $600,000
79.33%
% of portfolio
0.05%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding XFLT
# of Institutions
60Shares Held
4.61MCall Options Held
0Put Options Held
0-
Belpointe Asset Management LLC627KShares$4.23 Million0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC355KShares$2.39 Million0.0% of portfolio
-
Consolidated Portfolio Review Corp Woodbury, NY253KShares$1.71 Million0.38% of portfolio
-
Lido Advisors, LLC Los Angeles, CA248KShares$1.67 Million0.01% of portfolio
-
Cambridge Investment Research Advisors, Inc.216KShares$1.46 Million0.01% of portfolio
About XAI Octagon Floating Rate & Alternative Income Term Trust
- Ticker XFLT
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management