Able Wealth Management LLC Angel Oak Fds Tr Income Etf(De Transaction History

Able Wealth Management LLC

  • $266 Billion
  • Q3 2025

A detailed history of Able Wealth Management LLC transactions in Angel Oak Fds Tr Income Etf(De stock. As of the latest transaction made, Able Wealth Management LLC holds 72,242 shares of CARY stock, worth $0. This represents 0.57% of its overall portfolio holdings.

Number of Shares
72,242
Previous 61,455 17.55%
Holding current value
$0
Previous $1.28 Billion 18.17%
% of portfolio
0.57%
Previous 0.64%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
N/A
10,787 Added 17.55%
72,242 $1.51 Billion
Q2 2025

Aug 06, 2025
BUY
N/A
22,221 Added 56.64%
61,455 $1.28 Billion
Q1 2025

Apr 28, 2025
BUY
N/A
26,743 Added 214.1%
39,234 $815 Million
Q4 2024

Feb 03, 2025
BUY
N/A
12,491 New
12,491 $257 Million

Others Institutions Holding CARY

# of Institutions
77
Shares Held
26.4M
Call Options Held
0
Put Options Held
0
View Full List

About ANGEL OAK FDS TR INCOME ETF(DE

CARY Quotes by TradingView
  • Ticker CARY
More about CARY
Track This Portfolio

Track Able Wealth Management LLC Portfolio

Follow Able Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Able Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Able Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email