Valeo Financial Advisors, LLC Xai Octagon Floating Rate & Alternative Income Term Trust Transaction History

Valeo Financial Advisors, LLC

$3.81 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 12, 2021	SELL	$7.44 - $9.34 $1,785 - $2,241	-240 Closed	0 $0
Q4 2020 Feb 11, 2021	BUY	$6.04 - $8.0 $1,449 - $1,920	240 New	240 $2,000

Others Institutions Holding XFLT

# of Institutions

60

Shares Held

4.56M

Call Options Held

0

Put Options Held

0

Belpointe Asset Management LLC

627K
Shares

$4 Million
0.29% of portfolio
Lpl Financial LLC Fort Mill, SC

355K
Shares

$2.26 Million
0.0% of portfolio
Consolidated Portfolio Review Corp Woodbury, NY

253K
Shares

$1.61 Million
0.38% of portfolio
Lido Advisors, LLC Los Angeles, CA

248K
Shares

$1.58 Million
0.01% of portfolio
Cambridge Investment Research Advisors, Inc.

216K
Shares

$1.38 Million
0.01% of portfolio

About XAI Octagon Floating Rate & Alternative Income Term Trust

Ticker XFLT
Exchange NYSE
Sector Financial Services
Industry Asset Management

More about XFLT

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