Consolidated Portfolio Review Corp Xai Octagon Floating Rate & Alternative Income Term Trust Transaction History
Consolidated Portfolio Review Corp
- $632 Billion
- Q4 2024
A detailed history of Consolidated Portfolio Review Corp transactions in Xai Octagon Floating Rate & Alternative Income Term Trust stock. As of the latest transaction made, Consolidated Portfolio Review Corp holds 270,421 shares of XFLT stock, worth $1.78 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
270,421
Previous 252,994
6.89%
Holding current value
$1.78 Million
Previous $1.73 Billion
4.07%
% of portfolio
0.28%
Previous 0.38%
Shares
3 transactions
Others Institutions Holding XFLT
# of Institutions
74Shares Held
6.05MCall Options Held
0Put Options Held
0-
Thomas J. Herzfeld Advisors, Inc. Miami Beach, FL1.04MShares$6.81 Million2.2% of portfolio
-
Belpointe Asset Management LLC613KShares$4.03 Million0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC348KShares$2.29 Million0.0% of portfolio
-
Lido Advisors, LLC Los Angeles, CA248KShares$1.63 Million0.01% of portfolio
-
Cambridge Investment Research Advisors, Inc.216KShares$1.42 Million0.01% of portfolio
About XAI Octagon Floating Rate & Alternative Income Term Trust
- Ticker XFLT
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management