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Argent Financial Group’s Angel Oak Income ETF CARY Stock Holding History

Argent Financial Group’s Portfolio CARY Stock Details CARY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$452K Buy
+21,347
New +$448K 0.05% 214

Other funds holding CARY

AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $413M AUM 15.3% 1-Year Est. Return
EWM
Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
CGA
Crescent Grove Advisors Lake Forest, Illinois $1.04B AUM 17.78% 1-Year Est. Return

Argent Financial Group's CARY Position: Q3 2024 in Review

Argent Financial Group opened a new position in Angel Oak Income ETF (CARY) in Q3 2024: 21,347 shares worth $452K. The stake represents 0.05% of the portfolio and ranks #214 among its holdings.

44 funds tracked by Wall St. Rank hold CARY as of Q3 2024.

  • Argent Financial Group held 21,347 shares of Angel Oak Income ETF worth $452K as of Q3 2024.
  • Angel Oak Income ETF was a new Argent Financial Group position in Q3 2024.
  • Angel Oak Income ETF made up 0.05% of Argent Financial Group's portfolio in Q3 2024, its #214 holding.
  • 44 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q3 2024.

Based on Argent Financial Group's 13F filing for Q3 2024, filed 13 Nov 2024.