Ameritas Advisory Services, LLC AGOX Holdings History
Ameritas Advisory Services, LLC's Adaptive Alpha Opportunities ETF Holding Summary
As of 2025-06-30, Ameritas Advisory Services, LLC held 1.11 Mil shares of Adaptive Alpha Opportunities ETF(AGOX), totaling $32.74 Mil. This investment constitutes 1.71% of their stock portfolio, and Ameritas Advisory Services, LLC now holds 9.76% of the outstanding Adaptive Alpha Opportunities ETF(AGOX) stock.
The initial trade took place in 2021Q4. And since then Ameritas Advisory Services, LLC has made 9 purchases of AGOX, at an average price of $24.16, for a total of 3.00 Mil shares. In addition, there have been 5 sales at an average price of $23.48 for 1.90 Mil shares. Based on historical transaction data and AGOX's current price of $30.11, Ameritas Advisory Services, LLC's estimated gain on his AGOX holdings is $5.28 Mil, reflecting a 7.27% gain to date.
Ameritas Advisory Services, LLC AGOX ($30.11) Holding Chart
Ameritas Advisory Services, LLC AGOX ($30.11) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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