CARY ANGEL OAK FUNDS TRUST

Ownership history in Advisory Services Network, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in ANGEL OAK FUNDS TRUST (CARY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 10,951 +16 +0.1% 0.00% $229K $20.53
2025 Q2 INITIATED 10,935 0.00% $227K $20.10
% of Fund (quarterly)    CARY price (monthly, adj. close)
← Back to Advisory Services Network, LLC Holdings