J.W. Cole Advisors, Inc. Xai Octagon Floating Rate & Alternative Income Term Trust Transaction History
J.W. Cole Advisors, Inc.
- $3.14 Billion
- Q1 2025
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 497,462 shares of XFLT stock, worth $2.88 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
497,462
Previous 205,326
142.28%
Holding current value
$2.88 Million
Previous $1.36 Million
115.7%
% of portfolio
0.09%
Previous 0.06%
Shares
7 transactions
Others Institutions Holding XFLT
# of Institutions
86Shares Held
8.11MCall Options Held
0Put Options Held
0-
Thomas J. Herzfeld Advisors, Inc. Miami Beach, FL1.26MShares$7.27 Million2.53% of portfolio
-
Envestnet Asset Management Inc718KShares$4.15 Million0.0% of portfolio
-
Belpointe Asset Management LLC448KShares$2.59 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC357KShares$2.06 Million0.0% of portfolio
-
Cresset Asset Management, LLC Chicago, IL317KShares$1.83 Million0.01% of portfolio
About XAI Octagon Floating Rate & Alternative Income Term Trust
- Ticker XFLT
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management