Southern Wealth Management, LLP Starboard Invt Tr Transaction History
Southern Wealth Management, LLP
- $258 Million
- Q1 2023
A detailed history of Southern Wealth Management, LLP transactions in Starboard Invt Tr stock. As of the latest transaction made, Southern Wealth Management, LLP holds 14,225 shares of AGOX stock, worth $425,327. This represents 0.12% of its overall portfolio holdings.
Number of Shares
14,225
Previous 14,225
-0.0%
Holding current value
$425,327
Previous $291,000
6.19%
% of portfolio
0.12%
Previous 0.12%
Shares
1 transactions
Others Institutions Holding AGOX
# of Institutions
59Shares Held
9.04MCall Options Held
0Put Options Held
0-
Berman Mc Aleer LLC Timonium, MD2.17MShares$65 Million9.34% of portfolio
-
Kestra Private Wealth Services, LLC923KShares$27.6 Million0.4% of portfolio
-
Octavia Wealth Advisors, LLC848KShares$25.3 Million2.63% of portfolio
-
Royal Bank Of Canada Toronto, A6511KShares$15.3 Million0.0% of portfolio
-
Envestnet Asset Management Inc445KShares$13.3 Million0.0% of portfolio