Wealth Plan Partners, LLC Starboard Invt Tr Transaction History

Wealth Plan Partners, LLC

  • $966 Billion
  • Q1 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 338,374 shares of AGOX stock, worth $9.49 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares
338,374
Previous 375,296 9.84%
Holding current value
$9.49 Million
Previous $9.13 Billion 5.05%
% of portfolio
0.9%
Previous 0.94%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024
SELL
$23.95 - $26.18 $884,281 - $966,617
-36,922 Reduced 9.84%
338,374 $8.67 Billion
Q4 2023

Jan 05, 2024
SELL
$21.93 - $24.42 $71,491 - $79,609
-3,260 Reduced 0.86%
375,296 $9.13 Billion
Q3 2023

Nov 01, 2023
BUY
$22.53 - $24.12 $2.07 Million - $2.22 Million
91,860 Added 32.04%
378,556 $8.58 Billion
Q2 2023

Jul 31, 2023
SELL
$21.23 - $23.43 $2.81 Million - $3.11 Million
-132,552 Reduced 31.62%
286,696 $6.72 Billion
Q1 2023

May 10, 2023
SELL
$20.42 - $22.58 $4.64 Million - $5.13 Million
-227,312 Reduced 35.16%
419,248 $9.14 Billion
Q4 2022

Feb 16, 2023
SELL
$20.11 - $21.71 $5.32 Million - $5.75 Million
-264,667 Reduced 29.05%
646,560 $14.5 Billion
Q1 2022

May 03, 2022
SELL
N/A
-77,367 Reduced 7.83%
911,227 $19.9 Million
Q4 2021

Feb 01, 2022
BUY
N/A
94,153 Added 10.53%
988,594 $23.7 Million
Q3 2021

Dec 09, 2021
BUY
N/A
211,819 Added 31.03%
894,441 $0
Q2 2021

Aug 19, 2021
BUY
N/A
682,622 New
682,622 $18.1 Million

Others Institutions Holding AGOX

# of Institutions
43
Shares Held
8.41M
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
Track This Portfolio

Track Wealth Plan Partners, LLC Portfolio

Follow Wealth Plan Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email