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 $402,994. This represents 0.12% of its overall portfolio holdings.
Number of Shares
14,225
Previous 14,225
-0.0%
Holding current value
$402,994
Previous $291,000
6.19%
% of portfolio
0.12%
Previous 0.12%
Shares
1 transactions
Others Institutions Holding AGOX
# of Institutions
43Shares Held
8.41MCall Options Held
0Put Options Held
0-
Kestra Advisory Services, LLC1.64MShares$46.5 Million0.29% of portfolio
-
Ameritas Advisory Services, LLC Lincoln, NE1.32MShares$37.4 Million1.4% of portfolio
-
Octavia Wealth Advisors, LLC734KShares$20.8 Million2.79% of portfolio
-
Kestra Private Wealth Services, LLC680KShares$19.3 Million0.4% of portfolio
-
Lpl Financial LLC Fort Mill, SC518KShares$14.7 Million0.01% of portfolio