Kovitz Investment Group Partners, LLC Angel Oak Financial Strategies Income Term Trust Transaction History
Kovitz Investment Group Partners, LLC
- $21.5 Billion
- Q2 2025
A detailed history of Kovitz Investment Group Partners, LLC transactions in Angel Oak Financial Strategies Income Term Trust stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 65,218 shares of FINS stock, worth $854,355. This represents 0.0% of its overall portfolio holdings.
Number of Shares
65,218Holding current value
$854,355% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding FINS
# of Institutions
48Shares Held
21.8MCall Options Held
0Put Options Held
0-
Sit Investment Associates Inc Minneapolis, MN9.63MShares$126 Million2.67% of portfolio
-
Karpus Management, Inc. Pittsford, NY5.53MShares$72.5 Million2.96% of portfolio
-
Wells Fargo & Company San Francisco, CA1.37MShares$18 Million0.0% of portfolio
-
Ubs Group Ag952KShares$12.5 Million0.0% of portfolio
-
Morgan Stanley New York, NY748KShares$9.79 Million0.0% of portfolio
About Angel Oak Financial Strategies Income Term Trust
- Ticker FINS
- Exchange NYSE
- Sector ETFs
- Industry ETFs