Dakota Wealth Management Angel Oak Financial Strategies Income Term Trust Transaction History

Dakota Wealth Management

  • $4.67 Billion
  • Q2 2025

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 83,435 shares of FINS stock, worth $1.1 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
83,435
Previous 61,850 34.9%
Holding current value
$1.1 Million
Previous $833,000 29.89%
% of portfolio
0.02%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
BUY
$12.7 - $13.53 $274,129 - $292,045
21,585 Added 34.9%
83,435 $1.08 Million
Q4 2024

Jan 17, 2025
SELL
$12.54 - $13.29 $9,405 - $9,967
-750 Reduced 1.2%
61,850 $785,000
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

# of Institutions
45
Shares Held
21.8M
Call Options Held
0
Put Options Held
0
View Full List

About Angel Oak Financial Strategies Income Term Trust

FINS Quotes by TradingView
  • Ticker FINS
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about FINS
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