Ci Private Wealth, LLC Angel Oak Financial Strategies Income Term Trust Transaction History
Ci Private Wealth, LLC
- $68.1 Billion
- Q2 2025
A detailed history of Ci Private Wealth, LLC transactions in Angel Oak Financial Strategies Income Term Trust stock. As of the latest transaction made, Ci Private Wealth, LLC holds 30,000 shares of FINS stock, worth $393,300. This represents 0.0% of its overall portfolio holdings.
Number of Shares
30,000
Previous 30,000
-0.0%
Holding current value
$393,300
Previous $389,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding FINS
# of Institutions
45Shares Held
21.8MCall Options Held
0Put Options Held
0-
Sit Investment Associates Inc Minneapolis, MN9.63MShares$126 Million2.67% of portfolio
-
Karpus Management, Inc. Pittsford, NY5.53MShares$72.5 Million2.96% of portfolio
-
Wells Fargo & Company San Francisco, CA1.37MShares$18 Million0.0% of portfolio
-
Ubs Group Ag952KShares$12.5 Million0.0% of portfolio
-
Morgan Stanley New York, NY748KShares$9.8 Million0.0% of portfolio
About Angel Oak Financial Strategies Income Term Trust
- Ticker FINS
- Exchange NYSE
- Sector ETFs
- Industry ETFs