Octavia Wealth Advisors, LLC Starboard Invt Tr Transaction History
Octavia Wealth Advisors, LLC
- $732 Million
- Q2 2024
A detailed history of Octavia Wealth Advisors, LLC transactions in Starboard Invt Tr stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 748,888 shares of AGOX stock, worth $21.8 Million. This represents 2.85% of its overall portfolio holdings.
Number of Shares
748,888
Previous 734,290
1.99%
Holding current value
$21.8 Million
Previous $18.8 Million
10.94%
% of portfolio
2.85%
Previous 2.79%
Shares
13 transactions
Others Institutions Holding AGOX
# of Institutions
44Shares Held
8.72MCall Options Held
0Put Options Held
0-
Kestra Advisory Services, LLC1.65MShares$47.9 Million0.26% of portfolio
-
Ameritas Advisory Services, LLC Lincoln, NE1.49MShares$43.2 Million1.61% of portfolio
-
Kestra Private Wealth Services, LLC810KShares$23.5 Million0.46% of portfolio
-
Envestnet Asset Management Inc506KShares$14.7 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL418KShares$12.1 Million0.03% of portfolio