Arkadios Wealth Advisors Starboard Invt Tr Transaction History

Arkadios Wealth Advisors

$1.64 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 03, 2022	SELL	$24.22 - $27.48 $139,047 - $157,762	-5,741 Closed	0 $0
Q3 2021 Oct 19, 2021	BUY	$25.06 - $26.87 $143,869 - $154,260	5,741 New	5,741 $147,000

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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