Wealth Plan Investment Management, LLC Starboard Invt Tr Transaction History
Wealth Plan Investment Management, LLC
- $614 Million
- Q2 2024
A detailed history of Wealth Plan Investment Management, LLC transactions in Starboard Invt Tr stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 202,901 shares of AGOX stock, worth $5.93 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
202,901
Previous 200,376
1.26%
Holding current value
$5.93 Million
Previous $5.14 Million
10.15%
% of portfolio
0.92%
Previous 0.87%
Shares
11 transactions
Others Institutions Holding AGOX
# of Institutions
46Shares Held
8.85MCall Options Held
0Put Options Held
0-
Kestra Advisory Services, LLC1.65MShares$48.2 Million0.26% of portfolio
-
Ameritas Advisory Services, LLC Lincoln, NE1.49MShares$43.4 Million1.61% of portfolio
-
Kestra Private Wealth Services, LLC810KShares$23.7 Million0.46% of portfolio
-
Octavia Wealth Advisors, LLC788KShares$23 Million2.82% of portfolio
-
Envestnet Asset Management Inc506KShares$14.8 Million0.01% of portfolio