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
60Shares Held
15.5MCall Options Held
0Put Options Held
0-
Arkadios Wealth Advisors2.25MShares$00.0% of portfolio
-
Advocacy Wealth Management Services, LLC1.92MShares$00.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.69MShares$00.0% of portfolio
-
Channel Wealth LLC Santa Barbara, CA1.05MShares$06.19% of portfolio
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Executive Wealth Management, LLC1.03MShares$00.0% of portfolio