Summit Financial, LLC Starboard Invt Tr Transaction History

Summit Financial, LLC

$6 Billion
Q3 2025

A detailed history of Summit Financial, LLC transactions in Starboard Invt Tr stock. As of the latest transaction made, Summit Financial, LLC holds 7,692 shares of AGOX stock, worth $229,990. This represents 0.0% of its overall portfolio holdings.

Number of Shares

7,692

Holding current value

$229,990

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 14, 2025	BUY	$28.93 - $30.85 $222,529 - $237,298	7,692 New	7,692 $236,000

Others Institutions Holding AGOX

# of Institutions

Shares Held

9.04M

Call Options Held

Put Options Held

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
Octavia Wealth Advisors, LLC

848K
Shares

$25.3 Million
2.63% 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

View Full List

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 Summit Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial, LLC with notifications on news.

Account