Kestra Private Wealth Services, LLC Starboard Invt Tr Transaction History
Kestra Private Wealth Services, LLC
- $5.74 Billion
- Q1 2025
A detailed history of Kestra Private Wealth Services, LLC transactions in Starboard Invt Tr stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 944,849 shares of AGOX stock, worth $27.3 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
944,849
Previous 1,203,254
21.48%
Holding current value
$27.3 Million
Previous $32.7 Million
29.25%
% of portfolio
0.4%
Previous 0.58%
Shares
11 transactions
Others Institutions Holding AGOX
# of Institutions
59Shares Held
8.79MCall Options Held
0Put Options Held
0-
Ameritas Advisory Services, LLC Lincoln, NE1.38MShares$39.8 Million1.43% of portfolio
-
Octavia Wealth Advisors, LLC842KShares$24.4 Million2.5% of portfolio
-
Kestra Advisory Services, LLC753KShares$21.8 Million0.09% of portfolio
-
Envestnet Asset Management Inc523KShares$15.1 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL454KShares$13.1 Million0.02% of portfolio