Live Oak Private Wealth LLC Angel Oak Financial Strategies Income Term Trust Transaction History
Live Oak Private Wealth LLC
- $570 Million
- Q4 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 $141,697. This represents 0.02% of its overall portfolio holdings.
Number of Shares
10,630
Previous 10,630
-0.0%
Holding current value
$141,697
Previous $140,000
3.57%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding FINS
# of Institutions
41Shares Held
15.5MCall Options Held
0Put Options Held
0-
Sit Investment Associates Inc Minneapolis, MN5.16MShares$68.8 Million1.49% of portfolio
-
Karpus Management, Inc. Pittsford, NY3.77MShares$50.3 Million1.73% of portfolio
-
Wells Fargo & Company San Francisco, CA1.11MShares$14.8 Million0.0% of portfolio
-
Morgan Stanley New York, NY878KShares$11.7 Million0.0% of portfolio
-
Ubs Group Ag695KShares$9.26 Million0.0% of portfolio
About Angel Oak Financial Strategies Income Term Trust
- Ticker FINS
- Exchange NYSE
- Sector ETFs
- Industry ETFs