Allworth Financial LP Starboard Invt Tr Transaction History

Allworth Financial LP

$16.1 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 24, 2024	SELL	$21.93 - $24.42 $21 - $24	-1 Reduced 50.0%	1 $0
Q3 2023 Oct 31, 2023	BUY	$22.53 - $24.12 $45 - $48	2 New	2 $0

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

$56.7 Million
0.32% of portfolio
Ameritas Advisory Services, LLC Lincoln, NE

1.4M
Shares

$41.4 Million
1.8% of portfolio
Kestra Private Wealth Services, LLC

1.05M
Shares

$30.9 Million
0.57% of portfolio
Octavia Wealth Advisors, LLC

788K
Shares

$23.3 Million
2.82% of portfolio
Envestnet Asset Management Inc

534K
Shares

$15.8 Million
0.01% of portfolio

About STARBOARD INVT TR

Ticker AGOX
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