Summitry LLC Xai Octagon Floating Rate & Alternative Income Term Trust Transaction History
Summitry LLC
- $1.94 Billion
- Q3 2024
A detailed history of Summitry LLC transactions in Xai Octagon Floating Rate & Alternative Income Term Trust stock. As of the latest transaction made, Summitry LLC holds 10,000 shares of XFLT stock, worth $65,800. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,000
Previous 10,000
-0.0%
Holding current value
$65,800
Previous $70,000
2.86%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding XFLT
# of Institutions
65Shares Held
4.83MCall Options Held
0Put Options Held
0-
Belpointe Asset Management LLC627KShares$4.13 Million0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC355KShares$2.34 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
-
Cambridge Investment Research Advisors, Inc.216KShares$1.42 Million0.01% of portfolio
About XAI Octagon Floating Rate & Alternative Income Term Trust
- Ticker XFLT
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management