Win Advisors, Inc Starboard Invt Tr Transaction History

Win Advisors, Inc

$221 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 18, 2022	SELL	$20.14 - $24.09 $59,090 - $70,680	-2,934 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$22.5 - $25.52 $66,015 - $74,875	2,934 New	2,934 $70,000

Others Institutions Holding AGOX

# of Institutions

44

Shares Held

8.71M

Call Options Held

0

Put Options Held

0

Kestra Advisory Services, LLC

1.65M
Shares

$47.8 Million
0.26% of portfolio
Ameritas Advisory Services, LLC Lincoln, NE

1.49M
Shares

$43.1 Million
1.61% of portfolio
Kestra Private Wealth Services, LLC

810K
Shares

$23.5 Million
0.46% of portfolio
Octavia Wealth Advisors, LLC

749K
Shares

$21.7 Million
2.85% of portfolio
Envestnet Asset Management Inc

506K
Shares

$14.7 Million
0.01% of portfolio

About STARBOARD INVT TR

Ticker AGOX
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