ALTFEST L J & CO INC CARY Holdings History
ALTFEST L J & CO INC's ANGEL OAK FDS TR Holding Summary
As of 2025-03-31, ALTFEST L J & CO INC held 368,152.00 shares of ANGEL OAK FDS TR(CARY), totaling $7.64 Mil. This investment constitutes 0.96% of their stock portfolio, and ALTFEST L J & CO INC now holds 1.69% of the outstanding ANGEL OAK FDS TR(CARY) stock.
The initial trade took place in 2024Q4. And since then ALTFEST L J & CO INC has made 2 purchases of CARY, at an average price of $20.86, for a total of 368,152.00 shares. Based on historical transaction data and CARY's current price of $20.82, ALTFEST L J & CO INC's estimated gain on his CARY holdings is $-16,561.52, reflecting a -0.22% gain to date.
ALTFEST L J & CO INC CARY ($20.82) Holding Chart
ALTFEST L J & CO INC CARY ($20.82) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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