Precision Wealth Strategies, LLC CARY Holdings History
Precision Wealth Strategies, LLC's ANGEL OAK FDS TR Holding Summary
As of 2025-03-31, Precision Wealth Strategies, LLC held 198,039.00 shares of ANGEL OAK FDS TR(CARY), totaling $4.11 Mil. This investment constitutes 3.14% of their stock portfolio, and Precision Wealth Strategies, LLC now holds 1.02% of the outstanding ANGEL OAK FDS TR(CARY) stock.
The initial trade took place in 2024Q1. And since then Precision Wealth Strategies, LLC has made 2 purchases of CARY, at an average price of $20.57, for a total of 247,708.00 shares. In addition, there have been 3 sales at an average price of $20.61 for 49,669.00 shares. Based on historical transaction data and CARY's current price of $20.78, Precision Wealth Strategies, LLC's estimated gain on his CARY holdings is $42,473.25, reflecting a 0.83% gain to date.
Precision Wealth Strategies, LLC CARY ($20.78) Holding Chart
Precision Wealth Strategies, LLC CARY ($20.78) 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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