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 $415,085. This represents 0.12% of its overall portfolio holdings.
Number of Shares
14,225
Previous 14,225
-0.0%
Holding current value
$415,085
Previous $291,000
6.19%
% of portfolio
0.12%
Previous 0.12%
Shares
1 transactions
Others Institutions Holding AGOX
# of Institutions
50Shares Held
9.51MCall Options Held
0Put Options Held
0-
Kestra Advisory Services, LLC1.92MShares$56.1 Million0.32% of portfolio
-
Ameritas Advisory Services, LLC Lincoln, NE1.4MShares$40.9 Million1.8% of portfolio
-
Kestra Private Wealth Services, LLC1.05MShares$30.5 Million0.57% of portfolio
-
Octavia Wealth Advisors, LLC788KShares$23 Million2.82% of portfolio
-
Envestnet Asset Management Inc534KShares$15.6 Million0.01% of portfolio