FWP
Firethorn Wealth Partners’s Angel Oak Income ETF CARY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Buy |
10,334
+504
| +5% | +$10.5K | 0.09% | 156 |
|
|
2025
Q1 | $204K | Sell |
9,830
-927
| -9% | -$19.2K | 0.1% | 160 |
|
|
2024
Q4 | $221K | Sell |
10,757
-574
| -5% | -$11.8K | 0.11% | 138 |
|
|
2024
Q3 | $240K | Buy |
11,331
+937
| +9% | +$19.9K | 0.12% | 131 |
|
|
2024
Q2 | $214K | Buy |
+10,394
| New | +$214K | 0.12% | 133 |
|