Firethorn Wealth Partners, LLC Xai Octagon Floating Rate & Alternative Income Term Trust Transaction History
Firethorn Wealth Partners, LLC
- $198 Million
- Q1 2025
A detailed history of Firethorn Wealth Partners, LLC transactions in Xai Octagon Floating Rate & Alternative Income Term Trust stock. As of the latest transaction made, Firethorn Wealth Partners, LLC holds 15,166 shares of XFLT stock, worth $81,593. This represents 0.05% of its overall portfolio holdings.
Number of Shares
15,166
Previous 14,812
2.39%
Holding current value
$81,593
Previous $98,000
8.16%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding XFLT
# of Institutions
82Shares Held
6.64MCall Options Held
0Put Options Held
0-
Thomas J. Herzfeld Advisors, Inc. Miami Beach, FL1.04MShares$5.57 Million2.2% of portfolio
-
Belpointe Asset Management LLC613KShares$3.3 Million0.27% of portfolio
-
Ubs Group Ag358KShares$1.93 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC348KShares$1.87 Million0.0% of portfolio
-
Cresset Asset Management, LLC Chicago, IL317KShares$1.7 Million0.01% of portfolio
About XAI Octagon Floating Rate & Alternative Income Term Trust
- Ticker XFLT
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management