Transform Wealth, LLC Angel Oak Financial Strategies Income Term Trust Transaction History

Transform Wealth, LLC

  • $1.75 Billion
  • Q4 2024

A detailed history of Transform Wealth, LLC transactions in Angel Oak Financial Strategies Income Term Trust stock. As of the latest transaction made, Transform Wealth, LLC holds 42,800 shares of FINS stock, worth $575,660. This represents 0.03% of its overall portfolio holdings.

Number of Shares
42,800
Holding current value
$575,660
% of portfolio
0.03%

Shares

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

Jan 16, 2025
BUY
$12.54 - $13.29 $536,712 - $568,812
42,800 New
42,800 $543,000

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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