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

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 03, 2023	BUY	$19.18 - $21.71 $7,710 - $8,727	402 New	402 $8,000

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

$48.9 Million
0.31% of portfolio
Ameritas Advisory Services, LLC Lincoln, NE

1.44M
Shares

$35.4 Million
1.41% of portfolio
Kestra Private Wealth Services, LLC

1.2M
Shares

$29.6 Million
0.58% of portfolio
Octavia Wealth Advisors, LLC

808K
Shares

$19.9 Million
2.67% of portfolio
Envestnet Asset Management Inc

542K
Shares

$13.3 Million
0.0% of portfolio

About STARBOARD INVT TR

Ticker AGOX
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