Dakota Wealth Management Angel Oak Financial Strategies Income Term Trust Transaction History

Dakota Wealth Management

$4.24 Billion
Q4 2024

A detailed history of Dakota Wealth Management transactions in Angel Oak Financial Strategies Income Term Trust stock. As of the latest transaction made, Dakota Wealth Management holds 61,850 shares of FINS stock, worth $826,316. This represents 0.02% of its overall portfolio holdings.

Number of Shares

61,850

Previous 62,600 1.2%

Holding current value

$826,316

Previous $825,000 4.85%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$12.54 - $13.29 $9,405 - $9,967	-750 Reduced 1.2%	61,850 $785,000
Q2 2024 Jul 19, 2024	BUY	$12.13 - $12.63 $10,007 - $10,419	825 Added 1.34%	62,600 $774,000
Q1 2024 Apr 24, 2024	BUY	$11.85 - $12.49 $19,848 - $20,920	1,675 Added 2.79%	61,775 $771,000
Q4 2023 Jan 30, 2024	BUY	$11.7 - $12.38 $154,147 - $163,106	13,175 Added 28.08%	60,100 $715,000
Q3 2023 Oct 23, 2023	BUY	$11.65 - $12.15 $52,716 - $54,978	4,525 Added 10.67%	46,925 $564,000
Q2 2023 Jul 31, 2023	BUY	$11.68 - $12.34 $75,336 - $79,593	6,450 Added 17.94%	42,400 $500,000
Q1 2023 Apr 14, 2023	BUY	$12.29 - $13.4 $17,820 - $19,430	1,450 Added 4.2%	35,950 $443,000
Q4 2022 Feb 07, 2023	BUY	$12.55 - $13.37 $432,975 - $461,265	34,500 New	34,500 $441,000

Others Institutions Holding FINS

# of Institutions

Shares Held

14.2M

Call Options Held

Put Options Held

View Full List

About Angel Oak Financial Strategies Income Term Trust

Ticker FINS
Exchange NYSE
Sector ETFs
Industry ETFs

More about FINS

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Dakota Wealth Management Angel Oak Financial Strategies Income Term Trust Transaction History