Precision Wealth Strategies, LLC
Position in CARY — Angel Oak Income ETF
CIK 1844197
SAINT LOUIS, MO
All Filings in CARY
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 CARY | $4,777,436 | 229,983 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 CARY | $4,442,956 | 213,337 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 CARY | $4,054,658 | 193,910 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 CARY | $3,820,793 | 183,692 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 CARY | $4,111,289 | 198,039 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 CARY | $4,085,241 | 198,409 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 CARY | $2,981,242 | 140,691 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 CARY | $3,179,754 | 154,357 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 CARY | $3,902,394 | 189,990 | Shares | Sole | 2024-05-01 | |
| No filing history on record for this holder in this stock. | ||||||