Octavia Wealth Advisors, LLC AGOX Holdings History
Octavia Wealth Advisors, LLC's Adaptive Alpha Opportunities ETF Holding Summary
As of 2025-06-30, Octavia Wealth Advisors, LLC held 817,468.00 shares of Adaptive Alpha Opportunities ETF(AGOX), totaling $24.18 Mil. This investment constitutes 2.75% of their stock portfolio, and Octavia Wealth Advisors, LLC now holds 7.21% of the outstanding Adaptive Alpha Opportunities ETF(AGOX) stock.
The initial trade took place in 2021Q3. And since then Octavia Wealth Advisors, LLC has made 10 purchases of AGOX, at an average price of $25.54, for a total of 1.11 Mil shares. In addition, there have been 7 sales at an average price of $21.73 for 294,371.00 shares. Based on historical transaction data and AGOX's current price of $29.82, Octavia Wealth Advisors, LLC's estimated gain on his AGOX holdings is $2.38 Mil, reflecting a 8.38% gain to date.
Octavia Wealth Advisors, LLC AGOX ($29.82) Holding Chart
Octavia Wealth Advisors, LLC AGOX ($29.82) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
