Valeo Financial Advisors, LLC Xai Octagon Floating Rate & Alternative Income Term Trust Transaction History
Valeo Financial Advisors, LLC
- $3.97 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding XFLT
# of Institutions
81Shares Held
6.67MCall Options Held
0Put Options Held
0-
Thomas J. Herzfeld Advisors, Inc. Miami Beach, FL1.04MShares$6.5 Million2.2% of portfolio
-
Belpointe Asset Management LLC613KShares$3.85 Million0.27% of portfolio
-
Ubs Group Ag358KShares$2.25 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC348KShares$2.18 Million0.0% of portfolio
-
Cresset Asset Management, LLC Chicago, IL317KShares$1.98 Million0.01% of portfolio
About XAI Octagon Floating Rate & Alternative Income Term Trust
- Ticker XFLT
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management