Beacon Financial Advisory LLC Xai Octagon Floating Rate & Alternative Income Term Trust Transaction History
Beacon Financial Advisory LLC
- $280 Million
- Q4 2024
A detailed history of Beacon Financial Advisory LLC transactions in Xai Octagon Floating Rate & Alternative Income Term Trust stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 16,036 shares of XFLT stock, worth $105,356. This represents 0.04% of its overall portfolio holdings.
Number of Shares
16,036
Previous 13,260
20.94%
Holding current value
$105,356
Previous $90,000
17.78%
% of portfolio
0.04%
Previous 0.03%
Shares
9 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
-
Consolidated Portfolio Review Corp Woodbury, NY270KShares$1.78 Million0.28% of portfolio
-
Lido Advisors, LLC Los Angeles, CA248KShares$1.63 Million0.01% of portfolio
About XAI Octagon Floating Rate & Alternative Income Term Trust
- Ticker XFLT
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management