Atria Wealth Solutions, Inc. Starboard Invt Tr Transaction History

Atria Wealth Solutions, Inc.

$7.87 Billion
Q1 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Starboard Invt Tr stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 17,630 shares of AGOX stock, worth $489,056. This represents 0.01% of its overall portfolio holdings.

Number of Shares

17,630

Previous 18,451 4.45%

Holding current value

$489,056

Previous $501,000 13.97%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$24.2 - $29.41 $19,868 - $24,145	-821 Reduced 4.45%	17,630 $431,000
Q4 2024 Jan 31, 2025	SELL	$27.16 - $30.0 $78,275 - $86,460	-2,882 Reduced 13.51%	18,451 $501,000
Q3 2024 Nov 08, 2024	BUY	$26.6 - $29.57 $121,748 - $135,341	4,577 Added 27.32%	21,333 $615,000
Q2 2024 Jul 22, 2024	SELL	$24.02 - $28.43 $4,996 - $5,913	-208 Reduced 1.23%	16,756 $467,000
Q1 2024 May 13, 2024	SELL	$23.95 - $26.18 $21,076 - $23,038	-880 Reduced 4.93%	16,964 $434,000
Q4 2023 Feb 02, 2024	BUY	$21.93 - $24.42 $110,329 - $122,857	5,031 Added 39.26%	17,844 $434,000
Q3 2023 Nov 08, 2023	BUY	$22.53 - $24.12 $288,676 - $309,049	12,813 New	12,813 $290,000

Others Institutions Holding AGOX

# of Institutions

Shares Held

8.79M

Call Options Held

Put Options Held

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About STARBOARD INVT TR

Ticker AGOX
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Industry ETFs

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Atria Wealth Solutions, Inc. Starboard Invt Tr Transaction History