Southern Wealth Management, LLP Starboard Invt Tr Call Options Transaction History

Southern Wealth Management, LLP

$258 Million
Q1 2023

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding AGOX

# of Institutions

51

Shares Held

9.76M

Call Options Held

0

Put Options Held

0

Kestra Advisory Services, LLC

1.92M
Shares

$53.7 Million
0.32% of portfolio
Ameritas Advisory Services, LLC Lincoln, NE

1.44M
Shares

$40.3 Million
1.41% of portfolio
Kestra Private Wealth Services, LLC

1.2M
Shares

$33.6 Million
0.58% of portfolio
Octavia Wealth Advisors, LLC

808K
Shares

$22.6 Million
2.67% of portfolio
Envestnet Asset Management Inc

534K
Shares

$14.9 Million
0.01% of portfolio

About STARBOARD INVT TR

Ticker AGOX
Sector ETFs
Industry ETFs

More about AGOX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Southern Wealth Management, LLP, based on Form 13F filings with the SEC.

News

Stay updated on Southern Wealth Management, LLP with notifications on news.