Creative One Wealth, LLC Angel Oak Fds Tr Income Etf(De Transaction History

Creative One Wealth, LLC

$3.35 Billion
Q2 2025

A detailed history of Creative One Wealth, LLC transactions in Angel Oak Fds Tr Income Etf(De stock. As of the latest transaction made, Creative One Wealth, LLC holds 20,001 shares of CARY stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

20,001

Holding current value

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 12, 2025	BUY	N/A	20,001 New	20,001 $0

Others Institutions Holding CARY

# of Institutions

Shares Held

20.7M

Call Options Held

Put Options Held

Wells Fargo & Company San Francisco, CA

2.81M
Shares

$0
0.0% of portfolio
Arkadios Wealth Advisors

2.29M
Shares

$0
0.0% of portfolio
Morgan Stanley New York, NY

2.19M
Shares

$0
0.0% of portfolio
Advocacy Wealth Management Services, LLC

2.06M
Shares

$0
0.0% of portfolio
Channel Wealth LLC Santa Barbara, CA

1.08M
Shares

$0
6.05% of portfolio

View Full List

About ANGEL OAK FDS TR INCOME ETF(DE

Ticker CARY

More about CARY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative One Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Creative One Wealth, LLC with notifications on news.

Account