Ever Source Wealth Advisors, LLC Starboard Invt Tr Rh Hedged Mu Transaction History

Ever Source Wealth Advisors, LLC

$1.66 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 09, 2023	BUY	$7.5 - $7.9 $38,767 - $40,835	5,169 New	5,169 $39,000

Others Institutions Holding AMAX

# of Institutions

22

Shares Held

6.12M

Call Options Held

0

Put Options Held

0

Gallagher Benefit Services, Inc. Rolling Meadows, IL

1.78M
Shares

$14.1 Million
2.86% of portfolio
F3 Logic, LLC

1.78M
Shares

$14.1 Million
2.87% of portfolio
Kestra Private Wealth Services, LLC

941K
Shares

$7.44 Million
0.12% of portfolio
Encompass More Asset Management Danville, CA

510K
Shares

$4.03 Million
1.13% of portfolio
Partners Wealth Management, LLC Carmel By The Sea, CA

305K
Shares

$2.41 Million
2.59% of portfolio

About STARBOARD INVT TR RH HEDGED MU

Ticker AMAX

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