Kovitz Investment Group Partners, LLC Angel Oak Financial Strategies Income Term Trust Transaction History

Kovitz Investment Group Partners, LLC

  • $23.6 Billion
  • Q3 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Angel Oak Financial Strategies Income Term Trust stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 70,779 shares of FINS stock, worth $926,497. This represents 0.0% of its overall portfolio holdings.

Number of Shares
70,779
Previous 65,218 8.53%
Holding current value
$926,497
Previous $846,000 9.57%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
BUY
$12.85 - $13.46 $71,458 - $74,851
5,561 Added 8.53%
70,779 $927,000
Q2 2025

Aug 14, 2025
BUY
$12.7 - $13.53 $828,268 - $882,399
65,218 New
65,218 $846,000

Others Institutions Holding FINS

# of Institutions
45
Shares Held
22.2M
Call Options Held
0
Put Options Held
0
View Full List

About Angel Oak Financial Strategies Income Term Trust

FINS Quotes by TradingView
  • Ticker FINS
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about FINS
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