Berman Mc Aleer LLC Starboard Invt Tr Transaction History

Berman Mc Aleer LLC

$715 Billion
Q3 2025

A detailed history of Berman Mc Aleer LLC transactions in Starboard Invt Tr stock. As of the latest transaction made, Berman Mc Aleer LLC holds 2,174,902 shares of AGOX stock, worth $65 Million. This represents 9.34% of its overall portfolio holdings.

Number of Shares

2,174,902

Holding current value

$65 Million

% of portfolio

9.34%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 03, 2025	BUY	$28.93 - $30.85 $62.9 Million - $67.1 Million	2,174,902 New	2,174,902 $66.8 Billion

Others Institutions Holding AGOX

# of Institutions

Shares Held

9.04M

Call Options Held

Put Options Held

Kestra Private Wealth Services, LLC

923K
Shares

$27.6 Million
0.4% of portfolio
Octavia Wealth Advisors, LLC

848K
Shares

$25.3 Million
2.63% of portfolio
Royal Bank Of Canada Toronto, A6

511K
Shares

$15.3 Million
0.0% of portfolio
Envestnet Asset Management Inc

445K
Shares

$13.3 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

440K
Shares

$13.2 Million
0.02% of portfolio

View Full List

About STARBOARD INVT TR

Ticker AGOX
Sector ETFs
Industry ETFs

More about AGOX

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