Win Advisors, Inc Starboard Invt Tr Transaction History

Win Advisors, Inc

$203 Million
Q3 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

50

Shares Held

9.51M

Call Options Held

0

Put Options Held

0

Kestra Advisory Services, LLC

1.92M
Shares

$56.7 Million
0.32% of portfolio
Ameritas Advisory Services, LLC Lincoln, NE

1.4M
Shares

$41.4 Million
1.8% of portfolio
Kestra Private Wealth Services, LLC

1.05M
Shares

$30.9 Million
0.57% of portfolio
Octavia Wealth Advisors, LLC

788K
Shares

$23.3 Million
2.82% of portfolio
Envestnet Asset Management Inc

534K
Shares

$15.8 Million
0.01% of portfolio

About STARBOARD INVT TR

Ticker AGOX
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