Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
---|---|---|---|---|---|---|
AIRJ, AIRJW | Montana Technologies Corp. | 10%+ Owner | $58.5M | Jul 24, 2024 | ||
XFLT, XFLT-PA | XAI Octagon Floating Rate & Alternative Income Trust | President & CEO | $3.72M | +$98.2K | +2.71% | May 9, 2024 |
[NONE] | Octagon XAI CLO Income Fund | President & CEO, Interested Trustee | Feb 16, 2024 |
Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
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