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Live Oak Investment Partners’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Live Oak Investment Partners’s Portfolio ANGL Stock Details ANGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Hold
0
– – – 252
2024
Q2 		– Hold
0
– – – 255
2023
Q4 		– Hold
0
– – – 239
2023
Q3 		– Hold
0
– – – 4
2023
Q2 		– Hold
0
– – – 3
2023
Q1 		– Hold
0
– – – 3
2022
Q4 		– Hold
0
– – – 4

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LPL Financial
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Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return