Bt Wealth Management LLC Angel Oak Financial Strategies Income Term Trust Transaction History
Bt Wealth Management LLC
- $356 Million
- Q2 2022
Shares
2 transactions
Others Institutions Holding FINS
# of Institutions
39Shares Held
14.5MCall Options Held
0Put Options Held
0-
Sit Investment Associates Inc Minneapolis, MN5.3MShares$67.4 Million1.68% of portfolio
-
Karpus Management, Inc. Pittsford, NY3.54MShares$45 Million1.98% of portfolio
-
Wells Fargo & Company San Francisco, CA1.35MShares$17.2 Million0.0% of portfolio
-
Morgan Stanley New York, NY807KShares$10.3 Million0.0% of portfolio
-
Ubs Group Ag755KShares$9.59 Million0.0% of portfolio
About Angel Oak Financial Strategies Income Term Trust
- Ticker FINS
- Exchange NYSE
- Sector ETFs
- Industry ETFs