Worth Asset Management, LLC Xai Octagon Floating Rate & Alternative Income Term Trust Transaction History
Worth Asset Management, LLC
- $164 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding XFLT
# of Institutions
81Shares Held
6.64MCall Options Held
0Put Options Held
0-
Thomas J. Herzfeld Advisors, Inc. Miami Beach, FL1.04MShares$5.57 Million2.2% of portfolio
-
Belpointe Asset Management LLC613KShares$3.3 Million0.27% of portfolio
-
Ubs Group Ag358KShares$1.93 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC348KShares$1.87 Million0.0% of portfolio
-
Cresset Asset Management, LLC Chicago, IL317KShares$1.7 Million0.01% of portfolio
About XAI Octagon Floating Rate & Alternative Income Term Trust
- Ticker XFLT
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management