Worth Asset Management, LLC Xai Octagon Floating Rate & Alternative Income Term Trust Transaction History
Worth Asset Management, LLC
- $172 Million
- Q3 2024
A detailed history of Worth Asset Management, LLC transactions in Xai Octagon Floating Rate & Alternative Income Term Trust stock. As of the latest transaction made, Worth Asset Management, LLC holds 33,845 shares of XFLT stock, worth $224,730. This represents 0.13% of its overall portfolio holdings.
Number of Shares
33,845Holding current value
$224,730% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding XFLT
# of Institutions
60Shares Held
4.56MCall Options Held
0Put Options Held
0-
Belpointe Asset Management LLC627KShares$4.17 Million0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC355KShares$2.36 Million0.0% of portfolio
-
Consolidated Portfolio Review Corp Woodbury, NY253KShares$1.68 Million0.38% of portfolio
-
Lido Advisors, LLC Los Angeles, CA248KShares$1.65 Million0.01% of portfolio
-
Cambridge Investment Research Advisors, Inc.216KShares$1.44 Million0.01% of portfolio
About XAI Octagon Floating Rate & Alternative Income Term Trust
- Ticker XFLT
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management