Modera Wealth Management, LLC Xai Octagon Floating Rate & Alternative Income Term Trust Transaction History
Modera Wealth Management, LLC
- $7.79 Billion
- Q3 2024
A detailed history of Modera Wealth Management, LLC transactions in Xai Octagon Floating Rate & Alternative Income Term Trust stock. As of the latest transaction made, Modera Wealth Management, LLC holds 27,000 shares of XFLT stock, worth $176,580. This represents 0.0% of its overall portfolio holdings.
Number of Shares
27,000
Previous 24,850
8.65%
Holding current value
$176,580
Previous $175,000
5.14%
% of portfolio
0.0%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding XFLT
# of Institutions
60Shares Held
4.56MCall Options Held
0Put Options Held
0-
Belpointe Asset Management LLC627KShares$4.1 Million0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC355KShares$2.32 Million0.0% of portfolio
-
Consolidated Portfolio Review Corp Woodbury, NY253KShares$1.65 Million0.38% of portfolio
-
Lido Advisors, LLC Los Angeles, CA248KShares$1.62 Million0.01% of portfolio
-
Cambridge Investment Research Advisors, Inc.216KShares$1.42 Million0.01% of portfolio
About XAI Octagon Floating Rate & Alternative Income Term Trust
- Ticker XFLT
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management