Angel Oak Funds Trust shares owned by LPL Financial
Quarter-by-quarter ownership of Angel Oak Funds Trust (MBS) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Angel Oak Funds Trust
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All positions including Angel Oak Funds Trust held by LPL Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Angel Oak Funds Trust by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $747k | 86k | 8.73 |
| 2025-06-30 | $9.7M | 1.1M | 8.64 |
| 2025-03-31 | $9.3M | 1.1M | 8.68 |
| 2024-12-31 | $7.8M | 910k | 8.53 |