WAM
FINS

Worth Asset Management’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Worth Asset 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
2025
Q1 		– Sell
-10,964
Closed -$139K – 151
2024
Q4 		$139K Buy
+10,964
New +$139K 0.07% 135