Envestnet Asset Management Inc Angel Oak Financial Strategies Income Term Trust Transaction History

Envestnet Asset Management Inc

  • $299 Billion
  • Q1 2025

A detailed history of Envestnet Asset Management Inc transactions in Angel Oak Financial Strategies Income Term Trust stock. As of the latest transaction made, Envestnet Asset Management Inc holds 53,657 shares of FINS stock, worth $717,930. This represents 0.0% of its overall portfolio holdings.

Number of Shares
53,657
Previous 25,466 110.7%
Holding current value
$717,930
Previous $323,000 123.84%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
$12.82 - $13.57 $361,408 - $382,551
28,191 Added 110.7%
53,657 $723,000
Q4 2024

Feb 12, 2025
BUY
$12.54 - $13.29 $14,596 - $15,469
1,164 Added 4.79%
25,466 $323,000
Q3 2024

Nov 06, 2024
BUY
$12.32 - $13.26 $92,190 - $99,224
7,483 Added 44.49%
24,302 $320,000
Q2 2024

Aug 08, 2024
BUY
$12.13 - $12.63 $47,379 - $49,332
3,906 Added 30.25%
16,819 $208,000
Q1 2024

May 13, 2024
BUY
$11.85 - $12.49 $27,231 - $28,702
2,298 Added 21.65%
12,913 $161,000
Q4 2023

Feb 13, 2024
BUY
$11.7 - $12.38 $124,195 - $131,413
10,615 New
10,615 $126,000
Q1 2023

May 11, 2023
BUY
$12.29 - $13.4 $81,986 - $89,391
6,671 Added 7.72%
93,116 $1.15 Million
Q4 2022

Feb 07, 2023
BUY
$12.55 - $13.37 $465,504 - $495,920
37,092 Added 75.16%
86,445 $1.11 Million
Q3 2022

Nov 10, 2022
SELL
$13.05 - $14.82 $157,865 - $179,277
-12,097 Reduced 19.69%
49,353 $661,000
Q2 2022

Aug 03, 2022
BUY
$13.41 - $15.98 $24,419 - $29,099
1,821 Added 3.05%
61,450 $896,000
Q1 2022

May 04, 2022
BUY
$15.66 - $16.95 $147,501 - $159,652
9,419 Added 18.76%
59,629 $942,000
Q4 2021

Feb 04, 2022
BUY
$16.16 - $17.3 $811,393 - $868,633
50,210 New
50,210 $857,000

Others Institutions Holding FINS

# of Institutions
39
Shares Held
14.5M
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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