Number of Shares
116,676.00
Current Holdings Value*
$5.96 Mil
% of Portfolio
3%
Total Estimate Gain
$-1,646.04
% of Total Estimate Gain
-0.03%

TCFG WEALTH MANAGEMENT, LLC's ANGEL OAK FDS TR Holding Summary

As of 2025-03-31, TCFG WEALTH MANAGEMENT, LLC held 116,676.00 shares of ANGEL OAK FDS TR(UYLD), totaling $5.96 Mil. This investment constitutes 3% of their stock portfolio, and TCFG WEALTH MANAGEMENT, LLC now holds 0.71% of the outstanding ANGEL OAK FDS TR(UYLD) stock.

The initial trade took place in 2024Q3. And since then TCFG WEALTH MANAGEMENT, LLC has made 1 purchases of UYLD, at an average price of $51.19, for a total of 121,284.00 shares. In addition, there have been 1 sales at an average price of $51.20 for 4,608.00 shares. Based on historical transaction data and UYLD's current price of $51.18, TCFG WEALTH MANAGEMENT, LLC's estimated gain on his UYLD holdings is $-1,646.04, reflecting a -0.03% gain to date.

TCFG WEALTH MANAGEMENT, LLC UYLD ($51.18) Holding Chart

TCFG WEALTH MANAGEMENT, LLC UYLD ($51.18) 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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