Wealth Plan Partners, LLC Starboard Invt Tr Transaction History
Wealth Plan Partners, LLC
- $552 Million
- Q2 2025
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 183,312 shares of AGOX stock, worth $5.47 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
183,312
Previous 309,334
40.74%
Holding current value
$5.47 Million
Previous $7.57 Billion
99.93%
% of portfolio
0.98%
Previous 1.07%
Shares
15 transactions
Others Institutions Holding AGOX
# of Institutions
53Shares Held
7.43MCall Options Held
0Put Options Held
0-
Ameritas Advisory Services, LLC Lincoln, NE1.11MShares$33 Million1.77% of portfolio
-
Kestra Private Wealth Services, LLC897KShares$26.7 Million0.4% of portfolio
-
Octavia Wealth Advisors, LLC817KShares$24.4 Million2.78% of portfolio
-
Royal Bank Of Canada Toronto, A6484KShares$14.4 Million0.0% of portfolio
-
Envestnet Asset Management Inc452KShares$13.5 Million0.0% of portfolio