Wetherby Asset Management Inc Xai Octagon Floating Rate & Alternative Income Term Trust Transaction History
Wetherby Asset Management Inc
- $2.04 Billion
- Q4 2024
Shares
1 transactions
Others Institutions Holding XFLT
# of Institutions
86Shares Held
8.11MCall Options Held
0Put Options Held
0-
Thomas J. Herzfeld Advisors, Inc. Miami Beach, FL1.26MShares$7.1 Million2.53% of portfolio
-
Envestnet Asset Management Inc718KShares$4.05 Million0.0% of portfolio
-
J.W. Cole Advisors, Inc.497KShares$2.81 Million0.09% of portfolio
-
Belpointe Asset Management LLC448KShares$2.53 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC357KShares$2.01 Million0.0% of portfolio
About XAI Octagon Floating Rate & Alternative Income Term Trust
- Ticker XFLT
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management