Lpl Financial LLC Angel Oak Financial Strategies Income Term Trust Transaction History

Lpl Financial LLC

  • $238 Billion
  • Q4 2024

A detailed history of Lpl Financial LLC transactions in Angel Oak Financial Strategies Income Term Trust stock. As of the latest transaction made, Lpl Financial LLC holds 132,850 shares of FINS stock, worth $1.77 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
132,850
Previous 131,566 0.98%
Holding current value
$1.77 Million
Previous $1.74 Million 2.77%
% of portfolio
0.0%
Previous 0.0%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$12.54 - $13.29 $16,101 - $17,064
1,284 Added 0.98%
132,850 $1.69 Million
Q3 2024

Nov 08, 2024
SELL
$12.32 - $13.26 $2,476 - $2,665
-201 Reduced 0.15%
131,566 $1.74 Million
Q2 2024

Aug 07, 2024
BUY
$12.13 - $12.63 $34,570 - $35,995
2,850 Added 2.21%
131,767 $1.63 Million
Q1 2024

May 10, 2024
SELL
$11.85 - $12.49 $140,209 - $147,781
-11,832 Reduced 8.41%
128,917 $1.61 Million
Q4 2023

Feb 14, 2024
SELL
$11.7 - $12.38 $119,609 - $126,560
-10,223 Reduced 6.77%
140,749 $1.68 Million
Q3 2023

Nov 13, 2023
SELL
$11.65 - $12.15 $147,815 - $154,159
-12,688 Reduced 7.75%
150,972 $1.82 Million
Q2 2023

Jul 31, 2023
SELL
$11.68 - $12.34 $312,019 - $329,650
-26,714 Reduced 14.03%
163,660 $1.93 Million
Q1 2023

May 10, 2023
SELL
$12.29 - $13.4 $182,432 - $198,909
-14,844 Reduced 7.23%
190,374 $2.35 Million
Q4 2022

Feb 07, 2023
SELL
$12.55 - $13.37 $54,178 - $57,718
-4,317 Reduced 2.06%
205,218 $2.63 Million
Q3 2022

Nov 14, 2022
SELL
$13.05 - $14.82 $25,786 - $29,284
-1,976 Reduced 0.93%
209,535 $2.81 Million
Q2 2022

Aug 12, 2022
SELL
$13.41 - $15.98 $55,168 - $65,741
-4,114 Reduced 1.91%
211,511 $3.08 Million
Q1 2022

May 16, 2022
SELL
$15.66 - $16.95 $1,832 - $1,983
-117 Reduced 0.05%
215,625 $3.41 Million
Q4 2021

Feb 14, 2022
SELL
$16.16 - $17.3 $922,396 - $987,466
-57,079 Reduced 20.92%
215,742 $3.68 Million
Q3 2021

Nov 15, 2021
BUY
$16.97 - $18.45 $310,177 - $337,229
18,278 Added 7.18%
272,821 $4.64 Million
Q2 2021

Aug 13, 2021
BUY
$17.51 - $18.41 $372,175 - $391,304
21,255 Added 9.11%
254,543 $4.58 Million
Q1 2021

May 14, 2021
BUY
$16.66 - $17.66 $94,678 - $100,361
5,683 Added 2.5%
233,288 $4.06 Million
Q4 2020

Feb 12, 2021
BUY
$16.27 - $17.18 $68,268 - $72,087
4,196 Added 1.88%
227,605 $3.83 Million
Q3 2020

Nov 09, 2020
BUY
$15.76 - $16.88 $363,646 - $389,489
23,074 Added 11.52%
223,409 $3.76 Million
Q2 2020

Aug 13, 2020
BUY
$15.9 - $17.78 $193,550 - $216,435
12,173 Added 6.47%
200,335 $3.39 Million
Q1 2020

May 14, 2020
BUY
$12.67 - $21.65 $396,380 - $677,320
31,285 Added 19.94%
188,162 $3.22 Million
Q4 2019

Feb 14, 2020
BUY
$19.7 - $21.0 $1.68 Million - $1.8 Million
85,486 Added 119.74%
156,877 $3.25 Million
Q3 2019

Nov 13, 2019
BUY
$19.85 - $21.3 $1.42 Million - $1.52 Million
71,391 New
71,391 $1.44 Million

Others Institutions Holding FINS

# of Institutions
42
Shares Held
14.2M
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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