Advisor Group Holdings, Inc. Starboard Invt Tr Rh Hedged Mu Transaction History

Advisor Group Holdings, Inc.

$52.6 Billion
Q2 2025

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 13, 2025	BUY	$7.12 - $7.94 $5,140 - $5,732	722 New	722 $5,000
Q4 2024 Jun 06, 2025	BUY	$7.78 - $8.11 $5,617 - $5,855	722 New	722 $5,000
Q3 2024 Nov 13, 2024	SELL	$7.58 - $8.16 $5,624 - $6,054	-742 Reduced 1.44%	50,747 $410,000
Q2 2024 Aug 13, 2024	BUY	$7.79 - $8.12 $71,535 - $74,565	9,183 Added 21.71%	51,489 $404,000
Q1 2024 May 10, 2024	BUY	$7.54 - $8.14 $20,305 - $21,921	2,693 Added 6.8%	42,306 $341,000
Q4 2023 Feb 12, 2024	SELL	$7.05 - $7.66 $12,259 - $13,320	-1,739 Reduced 4.21%	39,613 $301,000
Q2 2023 Aug 10, 2023	SELL	$7.57 - $7.86 $257,788 - $267,664	-34,054 Reduced 45.16%	41,352 $320,000
Q1 2023 May 12, 2023	BUY	$7.64 - $8.06 $345,182 - $364,158	45,181 Added 149.48%	75,406 $585,000
Q4 2022 Feb 10, 2023	BUY	$7.5 - $7.9 $226,687 - $238,777	30,225 New	30,225 $231,000
Q2 2022 Aug 10, 2022	BUY	$8.28 - $9.25 $3,452 - $3,857	417 New	417 $3,000

Others Institutions Holding AMAX

# of Institutions

19

Shares Held

6.47M

Call Options Held

0

Put Options Held

0

Gallagher Benefit Services, Inc. Rolling Meadows, IL

1.78M
Shares

$14.9 Million
2.86% of portfolio
F3 Logic, LLC

1.78M
Shares

$14.9 Million
2.87% of portfolio
Kestra Private Wealth Services, LLC

956K
Shares

$8.03 Million
0.11% of portfolio
Encompass More Asset Management Danville, CA

665K
Shares

$5.58 Million
1.33% of portfolio
Partners Wealth Management, LLC Carmel By The Sea, CA

494K
Shares

$4.15 Million
4.0% of portfolio

About STARBOARD INVT TR RH HEDGED MU

Ticker AMAX

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