New Edge Advisors, LLC Xai Octagon Floating Rate & Alternative Income Term Trust Transaction History
New Edge Advisors, LLC
- $15 Billion
- Q3 2024
A detailed history of New Edge Advisors, LLC transactions in Xai Octagon Floating Rate & Alternative Income Term Trust stock. As of the latest transaction made, New Edge Advisors, LLC holds 16,450 shares of XFLT stock, worth $112,353. This represents 0.0% of its overall portfolio holdings.
Number of Shares
16,450
Previous 36,700
55.18%
Holding current value
$112,353
Previous $258,000
56.59%
% of portfolio
0.0%
Previous 0.0%
Shares
11 transactions
Others Institutions Holding XFLT
# of Institutions
60Shares Held
4.61MCall Options Held
0Put Options Held
0-
Belpointe Asset Management LLC627KShares$4.28 Million0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC355KShares$2.43 Million0.0% of portfolio
-
Consolidated Portfolio Review Corp Woodbury, NY253KShares$1.73 Million0.38% of portfolio
-
Lido Advisors, LLC Los Angeles, CA248KShares$1.69 Million0.01% of portfolio
-
Cambridge Investment Research Advisors, Inc.216KShares$1.48 Million0.01% of portfolio
About XAI Octagon Floating Rate & Alternative Income Term Trust
- Ticker XFLT
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management