STARBOARD INVT TR

Ticker: AGOX CUSIP: 85521B742 Class: ADAPTIVE ALPHA

SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s Holding History (CIK: 0001766995)

Note: Option positions (PUT/CALL) are excluded.

Q4 2024
Shares 7,619 Value ($000) $207 Avg Close Range
Q3 2024
Shares 7,619 Value ($000) $220 Avg Close Range
Q2 2024
Shares 7,619 Value ($000) $212 Avg Close Range