Advocacy Wealth Management Services, LLC Angel Oak Fds Tr Income Etf(De Transaction History

Advocacy Wealth Management Services, LLC

  • $1.29 Billion
  • Q2 2025

A detailed history of Advocacy Wealth Management Services, LLC transactions in Angel Oak Fds Tr Income Etf(De stock. As of the latest transaction made, Advocacy Wealth Management Services, LLC holds 2,058,325 shares of CARY stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,058,325
Previous 1,918,050 7.31%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
N/A
140,275 Added 7.31%
2,058,325 $0
Q1 2025

May 06, 2025
BUY
N/A
114,075 Added 6.32%
1,918,050 $0
Q4 2024

Feb 14, 2025
SELL
N/A
-52,601 Reduced 2.83%
1,803,975 $0
Q3 2024

Oct 31, 2024
SELL
N/A
-32,011 Reduced 1.69%
1,856,576 $0
Q2 2024

Jul 10, 2024
BUY
N/A
16,878 Added 0.9%
1,888,587 $0
Q1 2024

Apr 15, 2024
BUY
N/A
1,871,709 New
1,871,709 $0

Others Institutions Holding CARY

# of Institutions
70
Shares Held
20.7M
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 Advocacy Wealth Management Services, LLC Portfolio

Follow Advocacy Wealth Management Services, 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 Advocacy Wealth Management Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Advocacy Wealth Management Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email