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Starboard Invt Tr shares owned by Summit Wealth & Retirement Planning

Quarter-by-quarter ownership of Starboard Invt Tr (AGOX) shares owned by Summit Wealth & Retirement Planning from 13F filings

Historical chart of Summit Wealth & Retirement Planning investment in Starboard Invt Tr

Tip: Access up to 7 years of quarterly data

All positions including Starboard Invt Tr held by Summit Wealth & Retirement Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Starboard Invt Tr by Summit Wealth & Retirement Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $220k 7.6k 28.85
2024-06-30 $212k 7.6k 27.88

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View all positions for Summit Wealth & Retirement Planning

Top funds holding Starboard Invt Tr

Kestra Advisory Services
Ameritas Advisory Services
Kestra Private Wealth Services
Octavia Wealth Advisors
Envestnet Asset Management
Cetera Investment Advisers
LPL Financial
Royal Bank of Canada
Feltz Wealth PLAN
Stratos Wealth Partners
Encompass More Asset Management
Advisor Group Holdings
WealthPlan Investment Management
Global Retirement Partners
Park Avenue Securities

View all funds holding Starboard Invt Tr