Wells Fargo & Company Starboard Invt Tr Transaction History

Wells Fargo & Company

$410 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 09, 2024	BUY	$21.93 - $24.42 $4,846 - $5,396	221 New	221 $5,000
Q1 2023 May 12, 2023	BUY	$20.42 - $22.58 $7,800 - $8,625	382 New	382 $8,000

Others Institutions Holding AGOX

# of Institutions

43

Shares Held

8.41M

Call Options Held

0

Put Options Held

0

Kestra Advisory Services, LLC

1.64M
Shares

$46.5 Million
0.29% of portfolio
Ameritas Advisory Services, LLC Lincoln, NE

1.32M
Shares

$37.4 Million
1.4% of portfolio
Octavia Wealth Advisors, LLC

734K
Shares

$20.8 Million
2.79% of portfolio
Kestra Private Wealth Services, LLC

680K
Shares

$19.3 Million
0.4% of portfolio
Lpl Financial LLC Fort Mill, SC

518K
Shares

$14.7 Million
0.01% of portfolio

About STARBOARD INVT TR

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