Kestra Advisory Services, LLC Xai Octagon Floating Rate & Alternative Income Term Trust Transaction History
Kestra Advisory Services, LLC
- $17.2 Billion
- Q4 2024
A detailed history of Kestra Advisory Services, LLC transactions in Xai Octagon Floating Rate & Alternative Income Term Trust stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 175,312 shares of XFLT stock, worth $1.15 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
175,312
Previous 149,939
16.92%
Holding current value
$1.15 Million
Previous $1.02 Million
13.89%
% of portfolio
0.01%
Previous 0.01%
Shares
15 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