Octavia Wealth Advisors, LLC Starboard Invt Tr Put Options Transaction History

Octavia Wealth Advisors, LLC

$818 Million
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding AGOX

# of Institutions

59

Shares Held

8.79M

Call Options Held

0

Put Options Held

0

Ameritas Advisory Services, LLC Lincoln, NE

1.38M
Shares

$40.4 Million
1.43% of portfolio
Kestra Private Wealth Services, LLC

945K
Shares

$27.7 Million
0.4% of portfolio
Kestra Advisory Services, LLC

753K
Shares

$22.1 Million
0.09% of portfolio
Envestnet Asset Management Inc

523K
Shares

$15.3 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

454K
Shares

$13.3 Million
0.02% of portfolio

About STARBOARD INVT TR

Ticker AGOX
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