Iht Wealth Management, LLC Angel Oak Fds Tr Income Etf(De Transaction History

Iht Wealth Management, LLC

$3.44 Billion
Q2 2025

A detailed history of Iht Wealth Management, LLC transactions in Angel Oak Fds Tr Income Etf(De stock. As of the latest transaction made, Iht Wealth Management, LLC holds 21,155 shares of CARY stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

21,155

Holding current value

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 14, 2025	BUY	N/A	21,155 New	21,155 $0

Others Institutions Holding CARY

# of Institutions

Shares Held

21.4M

Call Options Held

Put Options Held

Wells Fargo & Company San Francisco, CA

2.81M
Shares

$0
0.0% of portfolio
Arkadios Wealth Advisors

2.29M
Shares

$0
0.0% of portfolio
Morgan Stanley New York, NY

2.19M
Shares

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

2.06M
Shares

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

1.08M
Shares

$0
6.05% of portfolio

View Full List

About ANGEL OAK FDS TR INCOME ETF(DE

Ticker CARY

More about CARY

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Iht Wealth Management, LLC Angel Oak Fds Tr Income Etf(De Transaction History