Crescent Grove Advisors, LLC UYLD Holdings History
Crescent Grove Advisors, LLC's ANGEL OAK FDS TR Holding Summary
As of 2025-03-31, Crescent Grove Advisors, LLC held 455,291.00 shares of ANGEL OAK FDS TR(UYLD), totaling $23.37 Mil. This investment constitutes 2.44% of their stock portfolio, and Crescent Grove Advisors, LLC now holds 2.76% of the outstanding ANGEL OAK FDS TR(UYLD) stock.
The initial trade took place in 2022Q4. And since then Crescent Grove Advisors, LLC has made 6 purchases of UYLD, at an average price of $51.12, for a total of 477,737.00 shares. In addition, there have been 4 sales at an average price of $50.53 for 22,446.00 shares. Based on historical transaction data and UYLD's current price of $51.23, Crescent Grove Advisors, LLC's estimated gain on his UYLD holdings is $34,990.64, reflecting a 0.14% gain to date.
Crescent Grove Advisors, LLC UYLD ($51.23) Holding Chart
Crescent Grove Advisors, LLC UYLD ($51.23) 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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