Perigon Wealth Management, LLC Xai Octagon Floating Rate & Alternative Income Term Trust Transaction History
Perigon Wealth Management, LLC
- $3.82 Billion
- Q1 2025
A detailed history of Perigon Wealth Management, LLC transactions in Xai Octagon Floating Rate & Alternative Income Term Trust stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 10,840 shares of XFLT stock, worth $60,595. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,840Holding current value
$60,595% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding XFLT
# of Institutions
84Shares Held
6.64MCall Options Held
0Put Options Held
0-
Thomas J. Herzfeld Advisors, Inc. Miami Beach, FL1.04MShares$5.79 Million2.2% of portfolio
-
Belpointe Asset Management LLC613KShares$3.43 Million0.27% of portfolio
-
Ubs Group Ag358KShares$2 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC348KShares$1.95 Million0.0% of portfolio
-
Cresset Asset Management, LLC Chicago, IL317KShares$1.77 Million0.01% of portfolio
About XAI Octagon Floating Rate & Alternative Income Term Trust
- Ticker XFLT
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management