TW
FINS

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

Transform Wealth’s Portfolio FINS Stock Details FINS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$584K Buy
43,350
+550
+1% +$7.41K 0.04% 159
2024
Q4 		$544K Buy
+42,800
New +$544K 0.03% 178