Worth Asset Management, LLC Angel Oak Fds Tr Income Etf(De Transaction History
Worth Asset Management, LLC
- $183 Million
- Q2 2025
Shares
2 transactions
Others Institutions Holding CARY
# of Institutions
70Shares Held
20.7MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA2.81MShares$00.0% of portfolio
-
Arkadios Wealth Advisors2.29MShares$00.0% of portfolio
-
Morgan Stanley New York, NY2.19MShares$00.0% of portfolio
-
Advocacy Wealth Management Services, LLC2.06MShares$00.0% of portfolio
-
Channel Wealth LLC Santa Barbara, CA1.05MShares$06.19% of portfolio