Ownership history in Executive Wealth Management, LLC · 3 quarters on record
This page tracks every 13F SEC filing in which Executive Wealth Management, 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) |
|---|---|---|---|---|---|---|---|
| 2024 Q4 | ADDED | 1,030,885 | +29,921 | +3.0% | 1.66% | $21.2M | $19.35 |
| 2024 Q3 | ADDED | 1,000,964 | +38,844 | +4.0% | 2.70% | $21.2M | $19.52 |
| 2024 Q2 | INITIATED | 962,120 | — | — | 3.63% | $19.8M | — |
As of 2025 Q4 — sorted by position size