Samalin Investment Counsel, LLC Xai Octagon Floating Rate & Alternative Income Term Trust Transaction History
Samalin Investment Counsel, LLC
- $222 Million
- Q3 2024
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 80,118 shares of XFLT stock, worth $562,428. This represents 0.25% of its overall portfolio holdings.
Number of Shares
80,118
Previous 71,950
11.35%
Holding current value
$562,428
Previous $507,000
7.69%
% of portfolio
0.25%
Previous 0.25%
Shares
7 transactions
Others Institutions Holding XFLT
# of Institutions
60Shares Held
4.61MCall Options Held
0Put Options Held
0-
Belpointe Asset Management LLC627KShares$4.4 Million0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC355KShares$2.49 Million0.0% of portfolio
-
Consolidated Portfolio Review Corp Woodbury, NY253KShares$1.78 Million0.38% of portfolio
-
Lido Advisors, LLC Los Angeles, CA248KShares$1.74 Million0.01% of portfolio
-
Cambridge Investment Research Advisors, Inc.216KShares$1.52 Million0.01% of portfolio
About XAI Octagon Floating Rate & Alternative Income Term Trust
- Ticker XFLT
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management