Spectrum Wealth Counsel, LLC Xai Octagon Floating Rate & Alternative Income Term Trust Transaction History
Spectrum Wealth Counsel, LLC
- $833 Billion
- Q1 2025
A detailed history of Spectrum Wealth Counsel, LLC transactions in Xai Octagon Floating Rate & Alternative Income Term Trust stock. As of the latest transaction made, Spectrum Wealth Counsel, LLC holds 180 shares of XFLT stock, worth $1,020. This represents 0.0% of its overall portfolio holdings.
Number of Shares
180
Previous 180
-0.0%
Holding current value
$1,020
Previous $1.2 Million
11.04%
% of portfolio
0.0%
Previous 0.0%
Shares
1 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$7.13 Million2.53% of portfolio
-
Envestnet Asset Management Inc718KShares$4.07 Million0.0% of portfolio
-
J.W. Cole Advisors, Inc.497KShares$2.82 Million0.09% of portfolio
-
Belpointe Asset Management LLC448KShares$2.54 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC357KShares$2.02 Million0.0% of portfolio
About XAI Octagon Floating Rate & Alternative Income Term Trust
- Ticker XFLT
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management