Red Tortoise LLC Xai Octagon Floating Rate & Alternative Income Term Trust Call Options Transaction History

Red Tortoise LLC

$205 Million
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding XFLT

# of Institutions

83

Shares Held

7.35M

Call Options Held

0

Put Options Held

0

Thomas J. Herzfeld Advisors, Inc. Miami Beach, FL

1.26M
Shares

$6.99 Million
2.53% of portfolio
J.W. Cole Advisors, Inc.

497K
Shares

$2.77 Million
0.09% of portfolio
Belpointe Asset Management LLC

485K
Shares

$2.7 Million
0.13% of portfolio
Lpl Financial LLC Fort Mill, SC

357K
Shares

$1.99 Million
0.0% of portfolio
Cresset Asset Management, LLC Chicago, IL

317K
Shares

$1.76 Million
0.01% of portfolio

About XAI Octagon Floating Rate & Alternative Income Term Trust

Ticker XFLT
Exchange NYSE
Sector Financial Services
Industry Asset Management

More about XFLT

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