Summitry LLC Xai Octagon Floating Rate & Alternative Income Term Trust Transaction History
Summitry LLC
- $1.91 Billion
- Q4 2024
A detailed history of Summitry LLC transactions in Xai Octagon Floating Rate & Alternative Income Term Trust stock. As of the latest transaction made, Summitry LLC holds 10,000 shares of XFLT stock, worth $55,900. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,000
Previous 10,000
-0.0%
Holding current value
$55,900
Previous $68,000
2.94%
% of portfolio
0.0%
Previous 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