Captrust Financial Advisors Starboard Invt Tr Transaction History
Captrust Financial Advisors
- $30 Billion
- Q1 2024
Shares
2 transactions
Others Institutions Holding AGOX
# of Institutions
43Shares Held
8.41MCall Options Held
0Put Options Held
0-
Kestra Advisory Services, LLC1.64MShares$47 Million0.29% of portfolio
-
Ameritas Advisory Services, LLC Lincoln, NE1.32MShares$37.8 Million1.4% of portfolio
-
Octavia Wealth Advisors, LLC734KShares$21 Million2.79% of portfolio
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Kestra Private Wealth Services, LLC680KShares$19.5 Million0.4% of portfolio
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Lpl Financial LLC Fort Mill, SC518KShares$14.8 Million0.01% of portfolio