Wealth Plan Partners, LLC Starboard Invt Tr Transaction History

Wealth Plan Partners, LLC

$709 Billion
Q1 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 309,334 shares of AGOX stock, worth $9.18 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares

309,334

Previous 298,394 3.67%

Holding current value

$9.18 Million

Previous $8.1 Billion 6.61%

% of portfolio

1.07%

Previous 1.15%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$24.2 - $29.41 $264,748 - $321,745	10,940 Added 3.67%	309,334 $7.57 Billion
Q4 2024 Jan 30, 2025	SELL	$27.16 - $30.0 $772,566 - $853,350	-28,445 Reduced 8.7%	298,394 $8.1 Billion
Q3 2024 Nov 05, 2024	SELL	$26.6 - $29.57 $159,706 - $177,538	-6,004 Reduced 1.8%	326,839 $9.43 Billion
Q2 2024 Aug 09, 2024	SELL	$24.02 - $28.43 $132,854 - $157,246	-5,531 Reduced 1.63%	332,843 $9.28 Billion
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	$19.18 - $21.71 $5.08 Million - $5.75 Million	-264,667 Reduced 29.05%	646,560 $14.5 Billion
Q1 2022 May 03, 2022	SELL	$22.5 - $25.52 $1.74 Million - $1.97 Million	-77,367 Reduced 7.83%	911,227 $19.9 Million
Q4 2021 Feb 01, 2022	BUY	$24.22 - $27.48 $2.28 Million - $2.59 Million	94,153 Added 10.53%	988,594 $23.7 Million
Q3 2021 Dec 09, 2021	BUY	$25.06 - $26.87 $5.31 Million - $5.69 Million	211,819 Added 31.03%	894,441 $0
Q2 2021 Aug 19, 2021	BUY	$24.6 - $26.2 $16.8 Million - $17.9 Million	682,622 New	682,622 $18.1 Million

Others Institutions Holding AGOX

# of Institutions

Shares Held

8.5M

Call Options Held

Put Options Held

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About STARBOARD INVT TR

Ticker AGOX
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Wealth Plan Partners, LLC Starboard Invt Tr Transaction History