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 $510,035. This represents 0.01% of its overall portfolio holdings.

Number of Shares

17,630

Previous 18,451 4.45%

Holding current value

$510,035

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

View Full List

About STARBOARD INVT TR

Ticker AGOX
Sector ETFs
Industry ETFs

More about AGOX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Account

Atria Wealth Solutions, Inc. Starboard Invt Tr Transaction History