Heritage Trust CO Angel Oak Fds Tr Income Etf(De Transaction History

Heritage Trust CO

$827 Million
Q4 2024

A detailed history of Heritage Trust CO transactions in Angel Oak Fds Tr Income Etf(De stock. As of the latest transaction made, Heritage Trust CO holds 181,030 shares of CARY stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

181,030

Holding current value

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	N/A	181,030 New	181,030 $0

Others Institutions Holding CARY

# of Institutions

Shares Held

14.4M

Call Options Held

Put Options Held

Arkadios Wealth Advisors

2.25M
Shares

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

1.92M
Shares

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

1.21M
Shares

$0
7.79% of portfolio
Executive Wealth Management, LLC

1.03M
Shares

$0
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

1.01M
Shares

$0
0.0% of portfolio

View Full List

About ANGEL OAK FDS TR INCOME ETF(DE

Ticker CARY

More about CARY

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