Triad Wealth Partners, LLC Xai Octagon Floating Rate & Alternative Income Term Trust Transaction History
Triad Wealth Partners, LLC
- $191 Billion
- Q2 2024
A detailed history of Triad Wealth Partners, LLC transactions in Xai Octagon Floating Rate & Alternative Income Term Trust stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 200 shares of XFLT stock, worth $1,382. This represents 0.0% of its overall portfolio holdings.
Number of Shares
200Holding current value
$1,382% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding XFLT
# of Institutions
62Shares Held
4.41MCall Options Held
0Put Options Held
0-
Belpointe Asset Management LLC614KShares$4.24 Million0.34% of portfolio
-
Lpl Financial LLC Fort Mill, SC335KShares$2.32 Million0.0% of portfolio
-
Lido Advisors, LLC Los Angeles, CA248KShares$1.72 Million0.01% of portfolio
-
Claybrook Capital, LLC214KShares$1.48 Million0.86% of portfolio
-
Ubs Group Ag209KShares$1.45 Million0.0% of portfolio
About XAI Octagon Floating Rate & Alternative Income Term Trust
- Ticker XFLT
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management