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Wealthcare Advisory Partners LLC → FINS
Wealthcare Advisory Partners LLC FINS Position History
Angel Oak Financial Strategies Income Term Trust • Financial Services
Quarters held
5
Latest value
$5.7M
Q3 2026
Peak value
$5.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $230K |
| Q4 2025 | $272K |
| Q1 2026 | $261K |
| Q2 2026 | $5.6M |
| Q3 2026 | $5.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.7M | 111.4K | — | — |
| Q2 2026 | $5.6M | 108.9K | — | — |
| Q1 2026 | $261K | 5.1K | — | — |
| Q4 2025 | $272K | 5.3K | — | — |
| Q3 2025 | $230K | 4.5K | — | — |
Other funds holding FINS
$70.5M
$52.6M