Thomas J. Herzfeld Advisors, Inc. Xai Octagon Floating Rate & Alternative Income Term Trust Transaction History
Thomas J. Herzfeld Advisors, Inc.
- $312 Billion
- Q4 2024
A detailed history of Thomas J. Herzfeld Advisors, Inc. transactions in Xai Octagon Floating Rate & Alternative Income Term Trust stock. As of the latest transaction made, Thomas J. Herzfeld Advisors, Inc. holds 1,036,151 shares of XFLT stock, worth $6.61 Million. This represents 2.2% of its overall portfolio holdings.
Number of Shares
1,036,151Holding current value
$6.61 Million% of portfolio
2.2%Shares
1 transactions
Others Institutions Holding XFLT
# of Institutions
80Shares Held
6.68MCall Options Held
0Put Options Held
0-
Belpointe Asset Management LLC613KShares$3.91 Million0.27% of portfolio
-
Ubs Group Ag358KShares$2.29 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC348KShares$2.22 Million0.0% of portfolio
-
Cresset Asset Management, LLC Chicago, IL317KShares$2.02 Million0.01% of portfolio
-
Consolidated Portfolio Review Corp Woodbury, NY270KShares$1.73 Million0.28% of portfolio
About XAI Octagon Floating Rate & Alternative Income Term Trust
- Ticker XFLT
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management