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

Envestnet Asset Management Inc

$324 Billion
Q3 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 323,212 shares of FINS stock, worth $4.23 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

323,212

Previous 147,729 118.79%

Holding current value

$4.23 Million

Previous $1.92 Million 120.87%

% of portfolio

0.0%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$12.85 - $13.46 $2.25 Million - $2.36 Million	175,483 Added 118.79%	323,212 $4.23 Million
Q2 2025 Jul 31, 2025	BUY	$12.7 - $13.53 $1.19 Million - $1.27 Million	94,072 Added 175.32%	147,729 $1.92 Million
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

Shares Held

22.1M

Call Options Held

Put Options Held

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About Angel Oak Financial Strategies Income Term Trust

Ticker FINS
Exchange NYSE
Sector ETFs
Industry ETFs

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