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Starboard Invt Tr shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Starboard Invt Tr (AGOX) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Starboard Invt Tr

Tip: Access up to 7 years of quarterly data

All positions including Starboard Invt Tr held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Starboard Invt Tr by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $435k 18k 24.40
2023-09-30 $291k 13k 22.67

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View all positions for Atria Wealth Solutions

Top funds holding Starboard Invt Tr

Kestra Advisory Services
Ameritas Advisory Services
Octavia Wealth Advisors
Kestra Private Wealth Services
Royal Bank of Canada
Feltz Wealth PLAN
Advisor Group Holdings
Stratos Wealth Partners
UBS Group
WealthPlan Investment Management
Encompass More Asset Management
Lincoln National
Park Avenue Securities
Global Retirement Partners
Newbridge Financial Services Group

View all funds holding Starboard Invt Tr