Twelve Points Wealth Management LLC Angel Oak Financial Strategies Income Term Trust Transaction History
Twelve Points Wealth Management LLC
- $409 Million
- Q4 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 71,524 shares of FINS stock, worth $936,249. This represents 0.23% of its overall portfolio holdings.
Number of Shares
71,524
Previous 85,812
16.65%
Holding current value
$936,249
Previous $1.12 Million
16.73%
% of portfolio
0.23%
Previous 0.29%
Shares
16 transactions
Others Institutions Holding FINS
# of Institutions
44Shares Held
22MCall Options Held
0Put Options Held
0-
Sit Investment Associates Inc Minneapolis, MN9.97MShares$130 Million2.65% of portfolio
-
Karpus Management, Inc. Pittsford, NY5.31MShares$69.6 Million2.86% of portfolio
-
Wells Fargo & Company San Francisco, CA1.44MShares$18.8 Million0.0% of portfolio
-
Morgan Stanley New York, NY745KShares$9.75 Million0.0% of portfolio
-
Ubs Group Ag720KShares$9.43 Million0.0% of portfolio
About Angel Oak Financial Strategies Income Term Trust
- Ticker FINS
- Exchange NYSE
- Sector ETFs
- Industry ETFs