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Xai Octagon Floatng Rate Alt shares owned by Modera Wealth Management

Quarter-by-quarter ownership of Xai Octagon Floatng Rate Alt (XFLT) shares owned by Modera Wealth Management from 13F filings

Historical chart of Modera Wealth Management investment in Xai Octagon Floatng Rate Alt

Tip: Access up to 7 years of quarterly data

All positions including Xai Octagon Floatng Rate Alt held by Modera Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Xai Octagon Floatng Rate Alt by Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $143k 20k 7.14
2023-09-30 $130k 19k 6.95
2023-06-30 $120k 18k 6.68
2023-03-31 $109k 17k 6.43
2022-12-31 $84k 13k 6.32
2022-09-30 $64k 11k 5.98

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Top funds holding Xai Octagon Floatng Rate Alt

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