Assetmark, Inc Starboard Invt Tr Transaction History

Assetmark, Inc

$41.6 Billion
Q2 2025

A detailed history of Assetmark, Inc transactions in Starboard Invt Tr stock. As of the latest transaction made, Assetmark, Inc holds 455 shares of AGOX stock, worth $14,004. This represents 0.0% of its overall portfolio holdings.

Number of Shares

455

Holding current value

$14,004

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 04, 2025	BUY	$23.19 - $29.58 $10,551 - $13,458	455 New	455 $13,000

Others Institutions Holding AGOX

# of Institutions

Shares Held

7.61M

Call Options Held

Put Options Held

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

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About STARBOARD INVT TR

Ticker AGOX
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