Bt Wealth Management LLC Angel Oak Financial Strategies Income Term Trust Transaction History

Bt Wealth Management LLC

$356 Million
Q2 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 04, 2021	SELL	$16.27 - $17.18 $499,651 - $527,597	-30,710 Closed	0 $0
Q3 2020 Oct 23, 2020	BUY	$15.76 - $16.88 $483,989 - $518,384	30,710 New	30,710 $517,000

Others Institutions Holding FINS

# of Institutions

37

Shares Held

12.6M

Call Options Held

0

Put Options Held

0

Karpus Management, Inc. Pittsford, NY

4.34M
Shares

$56.6 Million
1.86% of portfolio
Sit Investment Associates Inc Minneapolis, MN

3.28M
Shares

$42.8 Million
0.97% of portfolio
Morgan Stanley New York, NY

2.12M
Shares

$27.7 Million
0.0% of portfolio
Ubs Group Ag

695K
Shares

$9.07 Million
0.0% of portfolio
Nations Financial Group Inc, Cedar Rapids, IA

541K
Shares

$7.06 Million
0.53% of portfolio

About Angel Oak Financial Strategies Income Term Trust

Ticker FINS
Exchange NYSE
Sector ETFs
Industry ETFs

More about FINS

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