J.W. Cole Advisors, Inc. Xai Octagon Floating Rate & Alternative Income Term Trust Transaction History
J.W. Cole Advisors, Inc.
- $2.42 Billion
- Q4 2024
A detailed history of J.W. Cole Advisors, Inc. transactions in Xai Octagon Floating Rate & Alternative Income Term Trust stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 205,326 shares of XFLT stock, worth $1.35 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
205,326
Previous 157,853
30.07%
Holding current value
$1.35 Million
Previous $1.08 Million
26.67%
% of portfolio
0.06%
Previous 0.05%
Shares
6 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 LLC627KShares$4.12 Million0.29% 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