Wealth Plan Partners, LLC Starboard Invt Tr Transaction History

Wealth Plan Partners, LLC

  • $745 Billion
  • Q3 2024

A detailed history of Wealth Plan Partners, LLC transactions in Starboard Invt Tr stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 326,839 shares of AGOX stock, worth $9.14 Million. This represents 1.27% of its overall portfolio holdings.

Number of Shares
326,839
Previous 332,843 1.8%
Holding current value
$9.14 Million
Previous $9.28 Billion 1.63%
% of portfolio
1.27%
Previous 1.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
SELL
$26.6 - $29.57 $159,706 - $177,538
-6,004 Reduced 1.8%
326,839 $9.43 Billion
Q2 2024

Aug 09, 2024
SELL
$24.02 - $28.43 $132,854 - $157,246
-5,531 Reduced 1.63%
332,843 $9.28 Billion
Q1 2024

May 07, 2024
SELL
$23.95 - $26.18 $884,281 - $966,617
-36,922 Reduced 9.84%
338,374 $8.67 Billion
Q4 2023

Jan 05, 2024
SELL
$21.93 - $24.42 $71,491 - $79,609
-3,260 Reduced 0.86%
375,296 $9.13 Billion
Q3 2023

Nov 01, 2023
BUY
$22.53 - $24.12 $2.07 Million - $2.22 Million
91,860 Added 32.04%
378,556 $8.58 Billion
Q2 2023

Jul 31, 2023
SELL
$21.23 - $23.43 $2.81 Million - $3.11 Million
-132,552 Reduced 31.62%
286,696 $6.72 Billion
Q1 2023

May 10, 2023
SELL
$20.42 - $22.58 $4.64 Million - $5.13 Million
-227,312 Reduced 35.16%
419,248 $9.14 Billion
Q4 2022

Feb 16, 2023
SELL
$19.18 - $21.71 $5.08 Million - $5.75 Million
-264,667 Reduced 29.05%
646,560 $14.5 Billion
Q1 2022

May 03, 2022
SELL
$22.5 - $25.52 $1.74 Million - $1.97 Million
-77,367 Reduced 7.83%
911,227 $19.9 Million
Q4 2021

Feb 01, 2022
BUY
$24.22 - $27.48 $2.28 Million - $2.59 Million
94,153 Added 10.53%
988,594 $23.7 Million
Q3 2021

Dec 09, 2021
BUY
$25.06 - $26.87 $5.31 Million - $5.69 Million
211,819 Added 31.03%
894,441 $0
Q2 2021

Aug 19, 2021
BUY
$24.6 - $26.2 $16.8 Million - $17.9 Million
682,622 New
682,622 $18.1 Million

Others Institutions Holding AGOX

# of Institutions
50
Shares Held
9.51M
Call Options Held
0
Put Options Held
0
View Full List

About STARBOARD INVT TR

AGOX Quotes by TradingView
  • Ticker AGOX
  • Sector ETFs
  • Industry ETFs
More about AGOX
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