Octavia Wealth Advisors, LLC Starboard Invt Tr Call Options Transaction History

Octavia Wealth Advisors, LLC

$822 Million
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding AGOX

# of Institutions

56

Shares Held

10.1M

Call Options Held

0

Put Options Held

0

Kestra Advisory Services, LLC

1.99M
Shares

$54.3 Million
0.31% of portfolio
Ameritas Advisory Services, LLC Lincoln, NE

1.44M
Shares

$39.4 Million
1.41% of portfolio
Kestra Private Wealth Services, LLC

1.2M
Shares

$32.9 Million
0.58% of portfolio
Envestnet Asset Management Inc

542K
Shares

$14.8 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

443K
Shares

$12.1 Million
0.03% of portfolio

About STARBOARD INVT TR

Ticker AGOX
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