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

Octavia Wealth Advisors, LLC

$818 Million
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts 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

$48 Million
0.31% of portfolio
Ameritas Advisory Services, LLC Lincoln, NE

1.44M
Shares

$34.8 Million
1.41% of portfolio
Kestra Private Wealth Services, LLC

1.2M
Shares

$29 Million
0.58% of portfolio
Envestnet Asset Management Inc

542K
Shares

$13.1 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

443K
Shares

$10.7 Million
0.03% of portfolio

About STARBOARD INVT TR

Ticker AGOX
Sector ETFs
Industry ETFs

More about AGOX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Octavia Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Octavia Wealth Advisors, LLC with notifications on news.