Samalin Investment Counsel, LLC Xai Octagon Floating Rate & Alternative Income Term Trust Transaction History
Samalin Investment Counsel, LLC
- $234 Million
- Q1 2025
A detailed history of Samalin Investment Counsel, LLC transactions in Xai Octagon Floating Rate & Alternative Income Term Trust stock. As of the latest transaction made, Samalin Investment Counsel, LLC holds 96,576 shares of XFLT stock, worth $538,894. This represents 0.24% of its overall portfolio holdings.
Number of Shares
96,576
Previous 88,444
9.19%
Holding current value
$538,894
Previous $587,000
2.9%
% of portfolio
0.24%
Previous 0.26%
Shares
9 transactions
Others Institutions Holding XFLT
# of Institutions
86Shares Held
8.11MCall Options Held
0Put Options Held
0-
Thomas J. Herzfeld Advisors, Inc. Miami Beach, FL1.26MShares$7.02 Million2.53% of portfolio
-
Envestnet Asset Management Inc718KShares$4.01 Million0.0% of portfolio
-
J.W. Cole Advisors, Inc.497KShares$2.78 Million0.09% of portfolio
-
Belpointe Asset Management LLC448KShares$2.5 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC357KShares$1.99 Million0.0% of portfolio
About XAI Octagon Floating Rate & Alternative Income Term Trust
- Ticker XFLT
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management