Ae Wealth Management LLC Starboard Invt Tr Rh Hedged Mu Transaction History

Ae Wealth Management LLC

$13.5 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 06, 2025	SELL	$7.38 - $7.99 $229,946 - $248,952	-31,158 Reduced 74.35%	10,750 $79,000
Q4 2024 Feb 13, 2025	BUY	$7.78 - $8.11 $326,044 - $339,873	41,908 New	41,908 $326,000

Others Institutions Holding AMAX

# of Institutions

17

Shares Held

6.41M

Call Options Held

0

Put Options Held

0

Gallagher Benefit Services, Inc. Rolling Meadows, IL

1.78M
Shares

$14.5 Million
2.86% of portfolio
F3 Logic, LLC

1.78M
Shares

$14.5 Million
2.87% of portfolio
Kestra Private Wealth Services, LLC

956K
Shares

$7.79 Million
0.11% of portfolio
Encompass More Asset Management Danville, CA

665K
Shares

$5.42 Million
1.33% of portfolio
Partners Wealth Management, LLC Carmel By The Sea, CA

494K
Shares

$4.03 Million
4.0% of portfolio

About STARBOARD INVT TR RH HEDGED MU

Ticker AMAX

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