Wealth Plan Partners, LLC Starboard Invt Tr Transaction History
Wealth Plan Partners, LLC
- $705 Billion
- Q4 2024
A detailed history of Wealth Plan Partners, LLC transactions in Starboard Invt Tr stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 298,394 shares of AGOX stock, worth $8.34 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
298,394
Previous 326,839
8.7%
Holding current value
$8.34 Million
Previous $9.43 Billion
14.07%
% of portfolio
1.15%
Previous 1.27%
Shares
13 transactions
Others Institutions Holding AGOX
# of Institutions
51Shares Held
9.77MCall Options Held
0Put Options Held
0-
Kestra Advisory Services, LLC1.92MShares$53.7 Million0.32% of portfolio
-
Ameritas Advisory Services, LLC Lincoln, NE1.44MShares$40.3 Million1.41% of portfolio
-
Kestra Private Wealth Services, LLC1.2MShares$33.6 Million0.58% of portfolio
-
Octavia Wealth Advisors, LLC808KShares$22.6 Million2.67% of portfolio
-
Envestnet Asset Management Inc534KShares$14.9 Million0.01% of portfolio