Modera Wealth Management, LLC Xai Octagon Floating Rate & Alternative Income Term Trust Transaction History
Modera Wealth Management, LLC
- $6.75 Billion
- Q2 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 24,850 shares of XFLT stock, worth $170,222. This represents 0.0% of its overall portfolio holdings.
Number of Shares
24,850
Previous 22,200
11.94%
Holding current value
$170,222
Previous $157,000
11.46%
% of portfolio
0.0%
Previous 0.0%
Shares
8 transactions
Others Institutions Holding XFLT
# of Institutions
62Shares Held
4.41MCall Options Held
0Put Options Held
0-
Belpointe Asset Management LLC614KShares$4.2 Million0.34% of portfolio
-
Lpl Financial LLC Fort Mill, SC335KShares$2.3 Million0.0% of portfolio
-
Lido Advisors, LLC Los Angeles, CA248KShares$1.7 Million0.01% of portfolio
-
Claybrook Capital, LLC214KShares$1.47 Million0.86% of portfolio
-
Ubs Group Ag209KShares$1.43 Million0.0% of portfolio
About XAI Octagon Floating Rate & Alternative Income Term Trust
- Ticker XFLT
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management