Gratus Capital, LLC UYLD Holdings History

Number of Shares
1.11 Mil
Current Holdings Value*
$56.67 Mil
% of Portfolio
2.27%
Total Estimate Gain
$1.05 Mil
% of Total Estimate Gain
1.68%

Gratus Capital, LLC's ANGEL OAK FDS TR Holding Summary

As of 2024-06-30, Gratus Capital, LLC held 1.11 Mil shares of ANGEL OAK FDS TR(UYLD), totaling $56.67 Mil. This investment constitutes 2.27% of their stock portfolio, and Gratus Capital, LLC now holds -% of the outstanding ANGEL OAK FDS TR(UYLD) stock.

The initial trade took place in 2022Q4. And since then Gratus Capital, LLC has made 5 purchases of UYLD, at an average price of $50.31, for a total of 1.25 Mil shares. In addition, there have been 2 sales at an average price of $50.57 for 132,242.00 shares. Based on historical transaction data and UYLD's current price of $51.23, Gratus Capital, LLC's estimated gain on his UYLD holdings is $1.05 Mil, reflecting a 1.68% gain to date.

Gratus Capital, LLC UYLD ($51.23) Holding Chart

Gratus Capital, 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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