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

Octavia Wealth Advisors, LLC

$990 Million
Q3 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding AGOX

# of Institutions

58

Shares Held

9.04M

Call Options Held

0

Put Options Held

0

Berman Mc Aleer LLC Timonium, MD

2.17M
Shares

$65 Million
9.34% of portfolio
Kestra Private Wealth Services, LLC

923K
Shares

$27.6 Million
0.4% of portfolio
Royal Bank Of Canada Toronto, A6

511K
Shares

$15.3 Million
0.0% of portfolio
Envestnet Asset Management Inc

445K
Shares

$13.3 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

440K
Shares

$13.2 Million
0.02% of portfolio

About STARBOARD INVT TR

Ticker AGOX
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