J.W. Cole Advisors, Inc. Xai Octagon Floating Rate & Alternative Income Term Trust Transaction History
J.W. Cole Advisors, Inc.
- $2.09 Billion
- Q2 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 85,241 shares of XFLT stock, worth $580,491. This represents 0.03% of its overall portfolio holdings.
Number of Shares
85,241
Previous 44,753
90.47%
Holding current value
$580,491
Previous $317,000
89.27%
% of portfolio
0.03%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding XFLT
# of Institutions
62Shares Held
4.41MCall Options Held
0Put Options Held
0-
Belpointe Asset Management LLC614KShares$4.18 Million0.34% of portfolio
-
Lpl Financial LLC Fort Mill, SC335KShares$2.28 Million0.0% of portfolio
-
Lido Advisors, LLC Los Angeles, CA248KShares$1.69 Million0.01% of portfolio
-
Claybrook Capital, LLC214KShares$1.46 Million0.86% of portfolio
-
Ubs Group Ag209KShares$1.43 Million0.0% of portfolio
About XAI Octagon Floating Rate & Alternative Income Term Trust
- Ticker XFLT
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management