Summit Wealth & Retirement Planning, Inc. Starboard Invt Tr Transaction History

Summit Wealth & Retirement Planning, Inc.

  • $309 Million
  • Q4 2024

A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Starboard Invt Tr stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 7,619 shares of AGOX stock, worth $216,684. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,619
Previous 7,619 -0.0%
Holding current value
$216,684
Previous $219,000 5.94%
% of portfolio
0.07%
Previous 0.07%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
BUY
$24.02 - $28.43 $183,008 - $216,608
7,619 New
7,619 $212,000

Others Institutions Holding AGOX

# of Institutions
55
Shares Held
10.2M
Call Options Held
0
Put Options Held
0
View Full List

About STARBOARD INVT TR

AGOX Quotes by TradingView
  • Ticker AGOX
  • Sector ETFs
  • Industry ETFs
More about AGOX
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