Summit Wealth & Retirement Planning, Inc. Starboard Invt Tr Transaction History
Summit Wealth & Retirement Planning, Inc.
- $309 Million
- Q4 2024
A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Starboard Invt Tr stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 7,619 shares of AGOX stock, worth $184,379. This represents 0.07% of its overall portfolio holdings.
Number of Shares
7,619
Previous 7,619
-0.0%
Holding current value
$184,379
Previous $219,000
5.94%
% of portfolio
0.07%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding AGOX
# of Institutions
56Shares Held
10.1MCall Options Held
0Put Options Held
0-
Kestra Advisory Services, LLC1.99MShares$48.1 Million0.31% of portfolio
-
Ameritas Advisory Services, LLC Lincoln, NE1.44MShares$34.9 Million1.41% of portfolio
-
Kestra Private Wealth Services, LLC1.2MShares$29.1 Million0.58% of portfolio
-
Octavia Wealth Advisors, LLC808KShares$19.6 Million2.67% of portfolio
-
Envestnet Asset Management Inc542KShares$13.1 Million0.0% of portfolio