Arkadios Wealth Advisors Starboard Invt Tr Transaction History

Arkadios Wealth Advisors

$3.83 Billion
Q3 2025

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

53

Shares Held

7.72M

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

848K
Shares

$26.1 Million
2.63% 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

Ticker AGOX
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