Transform Wealth, LLC Angel Oak Financial Strategies Income Term Trust Transaction History

Transform Wealth, LLC

  • $1.6 Billion
  • Q1 2025

A detailed history of Transform Wealth, LLC transactions in Angel Oak Financial Strategies Income Term Trust stock. As of the latest transaction made, Transform Wealth, LLC holds 43,350 shares of FINS stock, worth $560,949. This represents 0.04% of its overall portfolio holdings.

Number of Shares
43,350
Previous 42,800 1.29%
Holding current value
$560,949
Previous $543,000 7.55%
% of portfolio
0.04%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
BUY
$12.82 - $13.57 $7,051 - $7,463
550 Added 1.29%
43,350 $584,000
Q4 2024

Jan 16, 2025
BUY
$12.54 - $13.29 $536,712 - $568,812
42,800 New
42,800 $543,000

Others Institutions Holding FINS

# of Institutions
39
Shares Held
14.5M
Call Options Held
0
Put Options Held
0
View Full List

About Angel Oak Financial Strategies Income Term Trust

FINS Quotes by TradingView
  • Ticker FINS
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about FINS
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