A detailed history of Angeles Wealth Management, LLC transactions in Ishares Tr Fallen Angels Usd B stock. As of the latest transaction made, Angeles Wealth Management, LLC holds 1,135 shares of FALN stock, worth $30,656. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,135
Previous 1,041 9.03%
Holding current value
$30,656
Previous $27,000 14.81%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

BUY
$26.01 - $27.41 $2,444 - $2,576
94 Added 9.03%
1,135 $31,000
Q1 2024

May 08, 2024

BUY
$26.17 - $26.88 $2,538 - $2,607
97 Added 10.28%
1,041 $27,000
Q4 2023

Feb 13, 2024

SELL
$24.16 - $26.52 $5,387 - $5,913
-223 Reduced 19.11%
944 $24,000
Q3 2023

Oct 27, 2023

BUY
$24.78 - $25.54 $3,196 - $3,294
129 Added 12.43%
1,167 $28,000
Q2 2023

Aug 10, 2023

BUY
$24.64 - $25.37 $5,494 - $5,657
223 Added 27.36%
1,038 $26,000
Q4 2022

Feb 14, 2023

BUY
$23.7 - $25.22 $5,119 - $5,447
216 Added 36.06%
815 $20,000
Q2 2022

Aug 04, 2022

BUY
$24.32 - $27.85 $14,567 - $16,682
599 New
599 $15,000

Others Institutions Holding FALN

About ISHARES TR FALLEN ANGELS USD B


  • Ticker FALN
  • Sector ETFs
  • Industry ETFs
More about FALN
Track This Portfolio

Track Angeles Wealth Management, LLC Portfolio

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

News

Stay updated on Angeles Wealth Management, LLC with notifications on news.