Wealth Plan Investment Management, LLC Starboard Invt Tr Transaction History

Wealth Plan Investment Management, LLC

$923 Million
Q3 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in Starboard Invt Tr stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 219,687 shares of AGOX stock, worth $6.41 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

219,687

Previous 202,901 8.27%

Holding current value

$6.41 Million

Previous $5.66 Million 12.04%

% of portfolio

0.69%

Previous 0.92%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	BUY	$26.6 - $29.57 $446,507 - $496,362	16,786 Added 8.27%	219,687 $6.34 Million
Q2 2024 Aug 09, 2024	BUY	$24.02 - $28.43 $60,650 - $71,785	2,525 Added 1.26%	202,901 $5.66 Million
Q1 2024 May 16, 2024	BUY	$23.95 - $26.18 $515,332 - $563,315	21,517 Added 12.03%	200,376 $5.14 Million
Q4 2023 Jan 05, 2024	SELL	$21.93 - $24.42 $118,246 - $131,672	-5,392 Reduced 2.93%	178,859 $4.35 Million
Q3 2023 Nov 15, 2023	SELL	$22.53 - $24.12 $4.38 Million - $4.69 Million	-194,305 Reduced 51.33%	184,251 $4.18 Million
Q3 2023 Nov 09, 2023	BUY	$22.53 - $24.12 $5.7 Million - $6.1 Million	252,818 Added 201.07%	378,556 $8.58 Million
Q2 2023 Aug 14, 2023	SELL	$21.23 - $23.43 $3.35 Million - $3.69 Million	-157,592 Reduced 55.62%	125,738 $2.95 Million
Q2 2023 Jul 25, 2023	BUY	$21.23 - $23.43 $1.68 Million - $1.85 Million	78,936 Added 38.62%	283,330 $6.64 Million
Q1 2023 May 08, 2023	SELL	$20.42 - $22.58 $9.03 Million - $9.98 Million	-442,062 Reduced 68.38%	204,394 $4.45 Million
Q4 2022 Feb 15, 2023	SELL	$19.18 - $21.71 $576,953 - $653,058	-30,081 Reduced 4.45%	646,456 $13.2 Million
Q3 2022 Dec 12, 2022	SELL	$19.18 - $22.68 $4.5 Million - $5.32 Million	-234,690 Reduced 25.76%	676,537 $14.2 Million
Q1 2022 Sep 07, 2022	BUY	$22.5 - $25.52 $20.5 Million - $23.3 Million	911,227 New	911,227 $19.9 Million

Others Institutions Holding AGOX

# of Institutions

Shares Held

9.51M

Call Options Held

Put Options Held

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About STARBOARD INVT TR

Ticker AGOX
Sector ETFs
Industry ETFs

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Wealth Plan Investment Management, LLC Starboard Invt Tr Transaction History