Marks Group Wealth Management, Inc
- SEC CIK
- 0001802473
- Latest filing
- Jul 27, 2026
FINS holding history
Angel Oak Financial Strategies Income Term Trust in every 13F filed by Marks Group Wealth Management, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
FINS overviewAll 13F holders of FINSFull Q2 2026 holdings
- Shares (Q1 2023)
- 0
- Sold out in Q1 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2023 | 0 | $0 | 0.0% | −77,501−100.0% | Sold out | Holders |
| Q4 2022 | 77,501 | $992.8K | 0.1% | +4,399+6.0% | Added | Holders |
| Q3 2022 | 73,102 | $980.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2022 | 73,102 | $1.07M | 0.2% | +1,102+1.5% | Added | Holders |
| Q1 2022 | 72,000 | $1.14M | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2021 | 72,000 | $1.23M | 0.1% | +72,000 | New | Holders |