A detailed history of Dakota Wealth Management transactions in Angel Oak Financial Strategies Income Term Trust stock. As of the latest transaction made, Dakota Wealth Management holds 62,600 shares of FINS stock, worth $803,784. This represents 0.02% of its overall portfolio holdings.

Number of Shares
62,600
Previous 62,600 -0.0%
Holding current value
$803,784
Previous $774,000 6.59%
% of portfolio
0.02%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024

BUY
$12.13 - $12.63 $10,007 - $10,419
825 Added 1.34%
62,600 $774,000
Q1 2024

Apr 24, 2024

BUY
$11.85 - $12.49 $19,848 - $20,920
1,675 Added 2.79%
61,775 $771,000
Q4 2023

Jan 30, 2024

BUY
$11.7 - $12.38 $154,147 - $163,106
13,175 Added 28.08%
60,100 $715,000
Q3 2023

Oct 23, 2023

BUY
$11.65 - $12.15 $52,716 - $54,978
4,525 Added 10.67%
46,925 $564,000
Q2 2023

Jul 31, 2023

BUY
$11.68 - $12.34 $75,336 - $79,593
6,450 Added 17.94%
42,400 $500,000
Q1 2023

Apr 14, 2023

BUY
$12.29 - $13.4 $17,820 - $19,430
1,450 Added 4.2%
35,950 $443,000
Q4 2022

Feb 07, 2023

BUY
$12.55 - $13.37 $432,975 - $461,265
34,500 New
34,500 $441,000

Others Institutions Holding FINS

About Angel Oak Financial Strategies Income Term Trust


  • Ticker FINS
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about FINS
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