Thomas J. Herzfeld Advisors, Inc. Xai Octagon Floating Rate & Alternative Income Term Trust Transaction History
Thomas J. Herzfeld Advisors, Inc.
- $312 Billion
- Q4 2024
A detailed history of Thomas J. Herzfeld Advisors, Inc. transactions in Xai Octagon Floating Rate & Alternative Income Term Trust stock. As of the latest transaction made, Thomas J. Herzfeld Advisors, Inc. holds 1,036,151 shares of XFLT stock, worth $6.81 Million. This represents 2.2% of its overall portfolio holdings.
Number of Shares
1,036,151Holding current value
$6.81 Million% of portfolio
2.2%Shares
1 transactions
Others Institutions Holding XFLT
# of Institutions
74Shares Held
6.05MCall Options Held
0Put Options Held
0-
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
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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