Legacy Wealth Managment, Llc/Id Xai Octagon Floating Rate & Alternative Income Term Trust Transaction History
Legacy Wealth Managment, Llc/Id
- $145 Million
- Q3 2025
A detailed history of Legacy Wealth Managment, Llc/Id transactions in Xai Octagon Floating Rate & Alternative Income Term Trust stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 1 shares of XFLT stock, worth $4. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1Holding current value
$4% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding XFLT
# of Institutions
88Shares Held
11.4MCall Options Held
0Put Options Held
0-
Sit Investment Associates Inc Minneapolis, MN2.57MShares$12.3 Million0.28% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ1.19MShares$5.68 Million0.02% of portfolio
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Morgan Stanley New York, NY760KShares$3.64 Million0.0% of portfolio
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Cresset Asset Management, LLC Chicago, IL726KShares$3.48 Million0.02% of portfolio
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J.W. Cole Advisors, Inc.435KShares$2.09 Million0.05% of portfolio
About XAI Octagon Floating Rate & Alternative Income Term Trust
- Ticker XFLT
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management