U.S. Capital Wealth Advisors, LLC Starboard Invt Tr Transaction History
U.S. Capital Wealth Advisors, LLC
- $3.03 Billion
- Q4 2024
Shares
1 transactions
Others Institutions Holding AGOX
# of Institutions
56Shares Held
10.1MCall Options Held
0Put Options Held
0-
Kestra Advisory Services, LLC1.99MShares$50.2 Million0.31% of portfolio
-
Ameritas Advisory Services, LLC Lincoln, NE1.44MShares$36.4 Million1.41% of portfolio
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Kestra Private Wealth Services, LLC1.2MShares$30.4 Million0.58% of portfolio
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Octavia Wealth Advisors, LLC808KShares$20.4 Million2.67% of portfolio
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Envestnet Asset Management Inc542KShares$13.7 Million0.0% of portfolio