Live Oak Private Wealth LLC Angel Oak Financial Strategies Income Term Trust Transaction History

Live Oak Private Wealth LLC

  • $691 Million
  • Q3 2025

A detailed history of Live Oak Private Wealth LLC transactions in Angel Oak Financial Strategies Income Term Trust stock. As of the latest transaction made, Live Oak Private Wealth LLC holds 21,670 shares of FINS stock, worth $283,660. This represents 0.04% of its overall portfolio holdings.

Number of Shares
21,670
Previous 21,670 -0.0%
Holding current value
$283,660
Previous $281,000 0.71%
% of portfolio
0.04%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
BUY
$12.7 - $13.53 $140,208 - $149,371
11,040 Added 103.86%
21,670 $281,000
Q1 2022

Apr 21, 2022
BUY
$15.66 - $16.95 $166,465 - $180,178
10,630 New
10,630 $168,000

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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