Wealth Plan Partners, LLC Starboard Invt Tr Rh Hedged Mu Transaction History

Wealth Plan Partners, LLC

$552 Million
Q2 2025

A detailed history of Wealth Plan Partners, LLC transactions in Starboard Invt Tr Rh Hedged Mu stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 10,799 shares of AMAX stock, worth $86,284. This represents 0.02% of its overall portfolio holdings.

Number of Shares

10,799

Previous 16,050 32.72%

Holding current value

$86,284

Previous $119 Million 99.93%

% of portfolio

0.02%

Previous 0.02%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	SELL	$7.12 - $7.94 $37,387 - $41,692	-5,251 Reduced 32.72%	10,799 $84,000
Q1 2025 May 09, 2025	BUY	$7.38 - $7.99 $35,748 - $38,703	4,844 Added 43.23%	16,050 $119 Million
Q4 2024 Jan 30, 2025	SELL	$7.78 - $8.11 $2,489 - $2,595	-320 Reduced 2.78%	11,206 $87.1 Million
Q3 2024 Nov 05, 2024	SELL	$7.58 - $8.16 $59,533 - $64,088	-7,854 Reduced 40.53%	11,526 $93.3 Million
Q2 2024 Aug 09, 2024	BUY	$7.79 - $8.12 $2,337 - $2,435	300 Added 1.57%	19,380 $152 Million
Q1 2024 May 07, 2024	SELL	$7.54 - $8.14 $5.86 Million - $6.32 Million	-776,959 Reduced 97.6%	19,080 $154 Million
Q4 2023 Jan 05, 2024	BUY	$7.05 - $7.66 $9,411 - $10,226	1,335 Added 0.17%	796,039 $6.07 Billion
Q3 2023 Nov 01, 2023	BUY	$7.15 - $7.8 $1.75 Million - $1.91 Million	244,350 Added 44.4%	794,704 $5.71 Billion
Q2 2023 Jul 31, 2023	SELL	$7.57 - $7.86 $2.04 Million - $2.12 Million	-269,555 Reduced 32.88%	550,354 $4.26 Billion
Q1 2023 May 10, 2023	SELL	$7.64 - $8.06 $8.4 Million - $8.86 Million	-1,099,709 Reduced 57.29%	819,909 $6.36 Billion
Q4 2022 Feb 16, 2023	SELL	$7.5 - $7.9 $1.78 Million - $1.87 Million	-237,140 Reduced 11.0%	1,919,618 $15.3 Billion
Q1 2022 May 03, 2022	BUY	$9.13 - $9.68 $18 Million - $19.1 Million	1,969,474 Added 1051.6%	2,156,758 $18.9 Million
Q4 2021 Feb 01, 2022	BUY	$9.44 - $9.84 $1.77 Million - $1.84 Million	187,284 New	187,284 $1.73 Million

Others Institutions Holding AMAX

# of Institutions

Shares Held

6.09M

Call Options Held

Put Options Held

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About STARBOARD INVT TR RH HEDGED MU

Ticker AMAX

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Wealth Plan Partners, LLC Starboard Invt Tr Rh Hedged Mu Transaction History