SWM
FINS

Spire Wealth Management’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Spire Wealth Management’s Portfolio FINS Stock Details FINS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-281
Closed -$3.47K – 2434
2023
Q1 		$3.47K Buy
+281
New +$3.47K ﹤0.01% 2125