Twelve Points Wealth Management LLC Angel Oak Financial Strategies Income Term Trust Transaction History
Twelve Points Wealth Management LLC
- $357 Million
- Q1 2025
A detailed history of Twelve Points Wealth Management LLC transactions in Angel Oak Financial Strategies Income Term Trust stock. As of the latest transaction made, Twelve Points Wealth Management LLC holds 86,534 shares of FINS stock, worth $1.12 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
86,534
Previous 87,401
0.99%
Holding current value
$1.12 Million
Previous $1.11 Million
5.14%
% of portfolio
0.33%
Previous 0.33%
Shares
13 transactions
Others Institutions Holding FINS
# of Institutions
39Shares Held
14.5MCall Options Held
0Put Options Held
0-
Sit Investment Associates Inc Minneapolis, MN5.3MShares$68.6 Million1.68% of portfolio
-
Karpus Management, Inc. Pittsford, NY3.54MShares$45.8 Million1.98% of portfolio
-
Wells Fargo & Company San Francisco, CA1.35MShares$17.5 Million0.0% of portfolio
-
Morgan Stanley New York, NY807KShares$10.4 Million0.0% of portfolio
-
Ubs Group Ag755KShares$9.77 Million0.0% of portfolio
About Angel Oak Financial Strategies Income Term Trust
- Ticker FINS
- Exchange NYSE
- Sector ETFs
- Industry ETFs