Wealth Plan Partners, LLC Starboard Invt Tr Transaction History
Wealth Plan Partners, LLC
- $966 Billion
- Q1 2024
A detailed history of Wealth Plan Partners, LLC transactions in Starboard Invt Tr stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 338,374 shares of AGOX stock, worth $9.59 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
338,374
Previous 375,296
9.84%
Holding current value
$9.59 Million
Previous $9.13 Billion
5.05%
% of portfolio
0.9%
Previous 0.94%
Shares
10 transactions
Others Institutions Holding AGOX
# of Institutions
43Shares Held
8.41MCall Options Held
0Put Options Held
0-
Kestra Advisory Services, LLC1.64MShares$46.5 Million0.29% of portfolio
-
Ameritas Advisory Services, LLC Lincoln, NE1.32MShares$37.4 Million1.4% of portfolio
-
Octavia Wealth Advisors, LLC734KShares$20.8 Million2.79% of portfolio
-
Kestra Private Wealth Services, LLC680KShares$19.3 Million0.4% of portfolio
-
Lpl Financial LLC Fort Mill, SC518KShares$14.7 Million0.01% of portfolio