Twelve Points Wealth Management LLC Angel Oak Financial Strategies Income Term Trust Transaction History
Twelve Points Wealth Management LLC
- $364 Million
- Q2 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 86,226 shares of FINS stock, worth $1.14 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
86,226
Previous 86,534
0.36%
Holding current value
$1.14 Million
Previous $1.17 Million
4.03%
% of portfolio
0.31%
Previous 0.33%
Shares
14 transactions
Others Institutions Holding FINS
# of Institutions
45Shares Held
21.8MCall Options Held
0Put Options Held
0-
Sit Investment Associates Inc Minneapolis, MN9.63MShares$127 Million2.67% of portfolio
-
Karpus Management, Inc. Pittsford, NY5.53MShares$73 Million2.96% of portfolio
-
Wells Fargo & Company San Francisco, CA1.37MShares$18.1 Million0.0% of portfolio
-
Ubs Group Ag952KShares$12.6 Million0.0% of portfolio
-
Morgan Stanley New York, NY748KShares$9.86 Million0.0% of portfolio
About Angel Oak Financial Strategies Income Term Trust
- Ticker FINS
- Exchange NYSE
- Sector ETFs
- Industry ETFs