Naviter Wealth, LLC Xai Octagon Floating Rate & Alternative Income Term Trust Call Options Transaction History
Naviter Wealth, LLC
- $809 Million
- Q1 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding XFLT
# of Institutions
87Shares Held
7.8MCall Options Held
0Put Options Held
0-
Thomas J. Herzfeld Advisors, Inc. Miami Beach, FL1.04MShares$5.91 Million2.2% of portfolio
-
Envestnet Asset Management Inc718KShares$4.09 Million0.0% of portfolio
-
Belpointe Asset Management LLC613KShares$3.5 Million0.27% of portfolio
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J.W. Cole Advisors, Inc.497KShares$2.84 Million0.09% of portfolio
-
Ubs Group Ag358KShares$2.04 Million0.0% of portfolio
About XAI Octagon Floating Rate & Alternative Income Term Trust
- Ticker XFLT
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management