Live Oak Private Wealth LLC Angel Oak Financial Strategies Income Term Trust Transaction History
Live Oak Private Wealth LLC
- $593 Million
- Q3 2024
A detailed history of Live Oak Private Wealth LLC transactions in Angel Oak Financial Strategies Income Term Trust stock. As of the latest transaction made, Live Oak Private Wealth LLC holds 10,630 shares of FINS stock, worth $135,851. This represents 0.02% of its overall portfolio holdings.
Number of Shares
10,630
Previous 10,630
-0.0%
Holding current value
$135,851
Previous $131,000
6.87%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding FINS
# of Institutions
37Shares Held
12.6MCall Options Held
0Put Options Held
0-
Karpus Management, Inc. Pittsford, NY4.34MShares$55.4 Million1.86% of portfolio
-
Sit Investment Associates Inc Minneapolis, MN3.28MShares$41.9 Million0.97% of portfolio
-
Morgan Stanley New York, NY2.12MShares$27.1 Million0.0% of portfolio
-
Ubs Group Ag695KShares$8.88 Million0.0% of portfolio
-
Nations Financial Group Inc, Cedar Rapids, IA541KShares$6.91 Million0.53% of portfolio
About Angel Oak Financial Strategies Income Term Trust
- Ticker FINS
- Exchange NYSE
- Sector ETFs
- Industry ETFs