Back to FINS
M Wealth Management, LLC → FINS
M Wealth Management, LLC FINS Position History
Angel Oak Financial Strategies Income Term Trust • Financial Services
Quarters held
5
Latest value
$1.1M
Q3 2026
Peak value
$2.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.5M |
| Q4 2025 | $2.5M |
| Q1 2026 | $2.4M |
| Q2 2026 | $1.6M |
| Q3 2026 | $1.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.1M | 21.7K | — | — |
| Q2 2026 | $1.6M | 30.4K | — | — |
| Q1 2026 | $2.4M | 46.7K | — | — |
| Q4 2025 | $2.5M | 48.1K | — | — |
| Q3 2025 | $2.5M | 48.7K | — | — |
Other funds holding FINS
$70.5M
$52.6M