Lido Advisors, LLC Xai Octagon Floating Rate & Alternative Income Term Trust Transaction History
Lido Advisors, LLC
- $24 Billion
- Q1 2025
A detailed history of Lido Advisors, LLC transactions in Xai Octagon Floating Rate & Alternative Income Term Trust stock. As of the latest transaction made, Lido Advisors, LLC holds 247,782 shares of XFLT stock, worth $1.4 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
247,782
Previous 248,082
0.12%
Holding current value
$1.4 Million
Previous $1.65 Million
11.11%
% of portfolio
0.01%
Previous 0.01%
Shares
8 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$7.1 Million2.53% of portfolio
-
Envestnet Asset Management Inc718KShares$4.05 Million0.0% of portfolio
-
J.W. Cole Advisors, Inc.497KShares$2.81 Million0.09% of portfolio
-
Belpointe Asset Management LLC448KShares$2.53 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC357KShares$2.01 Million0.0% of portfolio
About XAI Octagon Floating Rate & Alternative Income Term Trust
- Ticker XFLT
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management