PMFA
FINS

Plante Moran Financial Advisors’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Plante Moran Financial Advisors’s Portfolio FINS Stock Details FINS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-586
Closed -$7.75K – 939
2024
Q3 		$7.75K Buy
+586
New +$7.48K ﹤0.01% 630

Other funds holding FINS

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Plante Moran Financial Advisors's FINS Position: Q4 2024 in Review

Plante Moran Financial Advisors sold out of Angel Oak Financial Strategies Income Term Trust (FINS) in Q4 2024, closing a stake of 586 shares — an estimated $7.75K sold.

Plante Moran Financial Advisors first reported a position in FINS in Q3 2024 and held it in 1 quarter. The position peaked at $7.75K in Q3 2024. 38 funds tracked by Wall St. Rank hold FINS as of Q4 2024.

  • Plante Moran Financial Advisors reported no remaining Angel Oak Financial Strategies Income Term Trust position as of Q4 2024 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 586 Angel Oak Financial Strategies Income Term Trust shares in Q4 2024, an estimated $7.75K.
  • Plante Moran Financial Advisors first reported a position in Angel Oak Financial Strategies Income Term Trust in Q3 2024 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Angel Oak Financial Strategies Income Term Trust position peaked at $7.75K in Q3 2024.
  • 38 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q4 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.