Advisor Resource Council Starboard Invt Tr Transaction History

Advisor Resource Council

$251 Million
Q2 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 21, 2025	BUY	$24.2 - $29.41 $296,498 - $360,331	12,252 New	12,252 $299,000
Q4 2023 Jan 12, 2024	BUY	$21.93 - $24.42 $264,782 - $294,847	12,074 New	12,074 $293,000
Q2 2022 Jul 27, 2022	BUY	$20.14 - $24.09 $1.47 Million - $1.76 Million	73,143 New	73,143 $1.47 Million
Q1 2022 Apr 20, 2022	SELL	$22.5 - $25.52 $1.66 Million - $1.88 Million	-73,707 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$24.22 - $27.48 $1.79 Million - $2.03 Million	73,707 New	73,707 $1.87 Million
Q3 2021 Nov 16, 2021	SELL	$25.06 - $26.87 $1.61 Million - $1.73 Million	-64,232 Closed	0 $0
Q2 2021 Aug 19, 2021	BUY	$24.6 - $26.2 $1.54 Million - $1.64 Million	62,549 Added 3716.52%	64,232 $1.68 Million
Q2 2021 Aug 13, 2021	BUY	$24.6 - $26.2 $41,401 - $44,094	1,683 New	1,683 $0

Others Institutions Holding AGOX

# of Institutions

53

Shares Held

7.61M

Call Options Held

0

Put Options Held

0

Ameritas Advisory Services, LLC Lincoln, NE

1.11M
Shares

$34.1 Million
1.77% of portfolio
Kestra Private Wealth Services, LLC

897K
Shares

$27.6 Million
0.4% of portfolio
Octavia Wealth Advisors, LLC

817K
Shares

$25.2 Million
2.78% of portfolio
Royal Bank Of Canada Toronto, A6

484K
Shares

$14.9 Million
0.0% of portfolio
Envestnet Asset Management Inc

452K
Shares

$13.9 Million
0.0% of portfolio

About STARBOARD INVT TR

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