Wealth Plan Investment Management, LLC Starboard Invt Tr Put Options Transaction History

Wealth Plan Investment Management, LLC

$923 Million
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding AGOX

# of Institutions

50

Shares Held

9.51M

Call Options Held

0

Put Options Held

0

Kestra Advisory Services, LLC

1.92M
Shares

$56.5 Million
0.32% of portfolio
Ameritas Advisory Services, LLC Lincoln, NE

1.4M
Shares

$41.2 Million
1.8% of portfolio
Kestra Private Wealth Services, LLC

1.05M
Shares

$30.8 Million
0.57% of portfolio
Octavia Wealth Advisors, LLC

788K
Shares

$23.2 Million
2.82% of portfolio
Envestnet Asset Management Inc

534K
Shares

$15.7 Million
0.01% of portfolio

About STARBOARD INVT TR

Ticker AGOX
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