Marks Group Wealth Management, Inc Xai Octagon Floating Rate & Alternative Income Term Trust Transaction History
Marks Group Wealth Management, Inc
- $1 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding XFLT
# of Institutions
60Shares Held
4.56MCall Options Held
0Put Options Held
0-
Belpointe Asset Management LLC627KShares$4.19 Million0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC355KShares$2.37 Million0.0% of portfolio
-
Consolidated Portfolio Review Corp Woodbury, NY253KShares$1.69 Million0.38% of portfolio
-
Lido Advisors, LLC Los Angeles, CA248KShares$1.66 Million0.01% of portfolio
-
Cambridge Investment Research Advisors, Inc.216KShares$1.45 Million0.01% of portfolio
About XAI Octagon Floating Rate & Alternative Income Term Trust
- Ticker XFLT
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management