Acg Wealth Starboard Invt Tr Transaction History

Acg Wealth

$437 Million
Q3 2022

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 07, 2022	BUY	N/A	8 Added 0.07%	12,080 $288,000
Q4 2021 Jan 18, 2022	BUY	N/A	331 Added 2.82%	12,072 $307,000
Q2 2021 Aug 06, 2021	BUY	N/A	11,741 New	11,741 $308,000

Others Institutions Holding AGOX

# of Institutions

43

Shares Held

8.41M

Call Options Held

0

Put Options Held

0

Kestra Advisory Services, LLC

1.64M
Shares

$46.5 Million
0.29% of portfolio
Ameritas Advisory Services, LLC Lincoln, NE

1.32M
Shares

$37.4 Million
1.4% of portfolio
Octavia Wealth Advisors, LLC

734K
Shares

$20.8 Million
2.79% of portfolio
Kestra Private Wealth Services, LLC

680K
Shares

$19.3 Million
0.4% of portfolio
Lpl Financial LLC Fort Mill, SC

518K
Shares

$14.7 Million
0.01% of portfolio

About STARBOARD INVT TR

Ticker AGOX
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