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	$22.5 - $25.52 $180 - $204	8 Added 0.07%	12,080 $288,000
Q4 2021 Jan 18, 2022	BUY	$24.22 - $27.48 $8,016 - $9,095	331 Added 2.82%	12,072 $307,000
Q2 2021 Aug 06, 2021	BUY	$24.6 - $26.2 $288,828 - $307,614	11,741 New	11,741 $308,000

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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