Lpl Financial LLC Xai Octagon Floating Rate & Alternative Income Term Trust Transaction History
Lpl Financial LLC
- $283 Billion
- Q2 2025
A detailed history of Lpl Financial LLC transactions in Xai Octagon Floating Rate & Alternative Income Term Trust stock. As of the latest transaction made, Lpl Financial LLC holds 382,808 shares of XFLT stock, worth $2.12 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
382,808
Previous 357,103
7.2%
Holding current value
$2.12 Million
Previous $2.11 Million
2.46%
% of portfolio
0.0%
Previous 0.0%
Shares
18 transactions
Others Institutions Holding XFLT
# of Institutions
80Shares Held
7.08MCall Options Held
0Put Options Held
0-
Landscape Capital Management, L.L.C.564KShares$3.13 Million0.28% of portfolio
-
Sit Investment Associates Inc Minneapolis, MN561KShares$3.11 Million0.07% of portfolio
-
Belpointe Asset Management LLC485KShares$2.69 Million0.13% of portfolio
-
J.W. Cole Advisors, Inc.457KShares$2.53 Million0.06% of portfolio
-
Consolidated Portfolio Review Corp Woodbury, NY283KShares$1.57 Million0.22% of portfolio
About XAI Octagon Floating Rate & Alternative Income Term Trust
- Ticker XFLT
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management