Transamerica Financial Advisors, LLC
Position in CARY — Angel Oak Income ETF
CIK 1502149
CEDAR RAPIDS, IA
All Filings in CARY
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-06-30 CARY | $1,570,732 | 75,516 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 CARY | $1,608,630 | 77,487 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 CARY | $1,663,239 | 80,779 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 CARY | $1,770,869 | 83,571 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 CARY | $2,009,262 | 97,537 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 CARY | $2,003,409 | 97,537 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 CARY | $270,072 | 13,200 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 CARY | $241,903 | 12,035 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||