N.E.W. Advisory Services LLC Angel Oak Financial Strategies Income Term Trust Transaction History
N.E.W. Advisory Services LLC
- $1.11 Billion
- Q3 2025
A detailed history of N.E.W. Advisory Services LLC transactions in Angel Oak Financial Strategies Income Term Trust stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 357 shares of FINS stock, worth $4,705. This represents 0.0% of its overall portfolio holdings.
Number of Shares
357
Previous 357
-0.0%
Holding current value
$4,705
Previous $4,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding FINS
# of Institutions
47Shares Held
22MCall Options Held
0Put Options Held
0-
Sit Investment Associates Inc Minneapolis, MN9.63MShares$127 Million2.67% of portfolio
-
Karpus Management, Inc. Pittsford, NY5.53MShares$72.9 Million2.96% of portfolio
-
Wells Fargo & Company San Francisco, CA1.37MShares$18.1 Million0.0% of portfolio
-
Ubs Group Ag952KShares$12.5 Million0.0% of portfolio
-
Morgan Stanley New York, NY748KShares$9.85 Million0.0% of portfolio
About Angel Oak Financial Strategies Income Term Trust
- Ticker FINS
- Exchange NYSE
- Sector ETFs
- Industry ETFs