Octavia Wealth Advisors, LLC Starboard Invt Tr Transaction History
Octavia Wealth Advisors, LLC
- $871 Million
- Q2 2025
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 817,468 shares of AGOX stock, worth $24.4 Million. This represents 2.78% of its overall portfolio holdings.
Number of Shares
817,468
Previous 842,169
2.93%
Holding current value
$24.4 Million
Previous $20.5 Million
18.16%
% of portfolio
2.78%
Previous 2.5%
Shares
17 transactions
Others Institutions Holding AGOX
# of Institutions
59Shares Held
8.23MCall Options Held
0Put Options Held
0-
Ameritas Advisory Services, LLC Lincoln, NE1.11MShares$33 Million1.77% of portfolio
-
Kestra Private Wealth Services, LLC897KShares$26.7 Million0.4% of portfolio
-
Kestra Advisory Services, LLC753KShares$22.5 Million0.09% of portfolio
-
Envestnet Asset Management Inc452KShares$13.5 Million0.0% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE384KShares$11.5 Million0.89% of portfolio