Arkadios Wealth Advisors CARY Holdings History
Arkadios Wealth Advisors's ANGEL OAK FDS TR Holding Summary
As of 2025-03-31, Arkadios Wealth Advisors held 2.25 Mil shares of ANGEL OAK FDS TR(CARY), totaling $46.79 Mil. This investment constitutes 1.77% of their stock portfolio, and Arkadios Wealth Advisors now holds 10.26% of the outstanding ANGEL OAK FDS TR(CARY) stock.
The initial trade took place in 2023Q3. And since then Arkadios Wealth Advisors has made 7 purchases of CARY, at an average price of $20.37, for a total of 2.25 Mil shares. Based on historical transaction data and CARY's current price of $20.85, Arkadios Wealth Advisors's estimated gain on his CARY holdings is $1.08 Mil, reflecting a 2.35% gain to date.
Arkadios Wealth Advisors CARY ($20.85) Holding Chart
Arkadios Wealth Advisors CARY ($20.85) 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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