Southern Wealth Management, LLP Starboard Invt Tr Transaction History
Southern Wealth Management, LLP
- $258 Million
- Q1 2023
A detailed history of Southern Wealth Management, LLP transactions in Starboard Invt Tr stock. As of the latest transaction made, Southern Wealth Management, LLP holds 14,225 shares of AGOX stock, worth $397,588. This represents 0.12% of its overall portfolio holdings.
Number of Shares
14,225
Previous 14,225
-0.0%
Holding current value
$397,588
Previous $291,000
6.19%
% of portfolio
0.12%
Previous 0.12%
Shares
1 transactions
Others Institutions Holding AGOX
# of Institutions
51Shares Held
9.76MCall Options Held
0Put Options Held
0-
Kestra Advisory Services, LLC1.92MShares$53.7 Million0.32% of portfolio
-
Ameritas Advisory Services, LLC Lincoln, NE1.44MShares$40.3 Million1.41% of portfolio
-
Kestra Private Wealth Services, LLC1.2MShares$33.6 Million0.58% of portfolio
-
Octavia Wealth Advisors, LLC808KShares$22.6 Million2.67% of portfolio
-
Envestnet Asset Management Inc534KShares$14.9 Million0.01% of portfolio