Roumell Asset Management, LLC Xai Octagon Floating Rate & Alternative Income Term Trust Transaction History
Roumell Asset Management, LLC
- $51 Million
- Q2 2024
A detailed history of Roumell Asset Management, LLC transactions in Xai Octagon Floating Rate & Alternative Income Term Trust stock. As of the latest transaction made, Roumell Asset Management, LLC holds 141,432 shares of XFLT stock, worth $978,709. This represents 1.95% of its overall portfolio holdings.
Number of Shares
141,432
Previous 141,432
-0.0%
Holding current value
$978,709
Previous $1 Million
0.5%
% of portfolio
1.95%
Previous 2.05%
Shares
1 transactions
Others Institutions Holding XFLT
# of Institutions
62Shares Held
4.61MCall Options Held
0Put Options Held
0-
Belpointe Asset Management LLC614KShares$4.25 Million0.34% of portfolio
-
Lpl Financial LLC Fort Mill, SC335KShares$2.32 Million0.0% of portfolio
-
Consolidated Portfolio Review Corp Woodbury, NY253KShares$1.75 Million0.38% of portfolio
-
Lido Advisors, LLC Los Angeles, CA248KShares$1.72 Million0.01% of portfolio
-
Cambridge Investment Research Advisors, Inc.216KShares$1.5 Million0.01% of portfolio
About XAI Octagon Floating Rate & Alternative Income Term Trust
- Ticker XFLT
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management