Rfg Advisory, LLC Angel Oak Fds Tr Income Etf(De Transaction History

Rfg Advisory, LLC

$3.42 Billion
Q4 2024

A detailed history of Rfg Advisory, LLC transactions in Angel Oak Fds Tr Income Etf(De stock. As of the latest transaction made, Rfg Advisory, LLC holds 55,137 shares of CARY stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

55,137

Previous 40,406 36.46%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 21, 2025	BUY	N/A	14,731 Added 36.46%	55,137 $0
Q3 2024 Oct 16, 2024	BUY	N/A	40,406 New	40,406 $0

Others Institutions Holding CARY

# of Institutions

Shares Held

12M

Call Options Held

Put Options Held

Arkadios Wealth Advisors

2.23M
Shares

$0
0.0% of portfolio
Advocacy Wealth Management Services, LLC

1.86M
Shares

$0
0.0% of portfolio
Channel Wealth LLC Santa Barbara, CA

1.18M
Shares

$0
7.94% of portfolio
Executive Wealth Management, LLC

1M
Shares

$0
0.0% of portfolio
Congress Wealth Management LLC Boston, MA

761K
Shares

$0
0.0% of portfolio

View Full List

About ANGEL OAK FDS TR INCOME ETF(DE

Ticker CARY

More about CARY

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