Creekmur Asset Management LLC Xai Octagon Floating Rate & Alternative Income Term Trust Transaction History
Creekmur Asset Management LLC
- $437 Billion
- Q4 2024
A detailed history of Creekmur Asset Management LLC transactions in Xai Octagon Floating Rate & Alternative Income Term Trust stock. As of the latest transaction made, Creekmur Asset Management LLC holds 5 shares of XFLT stock, worth $30. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5
Previous 5
-0.0%
Holding current value
$30
Previous $32,000
3.13%
% of portfolio
0.0%
Previous 0.0%
Shares
3 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$6.37 Million2.2% of portfolio
-
Belpointe Asset Management LLC613KShares$3.77 Million0.27% of portfolio
-
Ubs Group Ag358KShares$2.2 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC348KShares$2.14 Million0.0% of portfolio
-
Cresset Asset Management, LLC Chicago, IL317KShares$1.95 Million0.01% of portfolio
About XAI Octagon Floating Rate & Alternative Income Term Trust
- Ticker XFLT
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management