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

Ever Source Wealth Advisors, LLC

$1.48 Billion
Q3 2024

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

18

Shares Held

5.66M

Call Options Held

0

Put Options Held

0

Gallagher Benefit Services, Inc. Rolling Meadows, IL

1.78M
Shares

$14.2 Million
2.86% of portfolio
F3 Logic, LLC

1.78M
Shares

$14.2 Million
2.87% of portfolio
Kestra Private Wealth Services, LLC

815K
Shares

$6.52 Million
0.12% of portfolio
Encompass More Asset Management Danville, CA

428K
Shares

$3.43 Million
1.32% of portfolio
Rockport Wealth LLC Fairview Park, OH

371K
Shares

$2.97 Million
0.8% of portfolio

About STARBOARD INVT TR RH HEDGED MU

Ticker AMAX

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