STARBOARD INVT TR's ticker is AGOX and the CUSIP is 85521B742. A total of 2 filers reported holding STARBOARD INVT TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $9,885,000 | -7.9% | 436,002 | -4.8% | 0.00% | 0.0% |
Q2 2023 | $10,736,000 | -1.1% | 458,210 | -8.0% | 0.00% | 0.0% |
Q1 2023 | $10,853,000 | +6.2% | 498,029 | -0.1% | 0.00% | 0.0% |
Q4 2022 | $10,216,000 | +2.0% | 498,504 | -4.5% | 0.00% | 0.0% |
Q3 2022 | $10,015,000 | -6.0% | 522,110 | -1.3% | 0.00% | 0.0% |
Q2 2022 | $10,655,000 | -33.2% | 529,042 | -20.9% | 0.00% | -25.0% |
Q1 2022 | $15,957,000 | +9.4% | 668,780 | +16.6% | 0.00% | +33.3% |
Q4 2021 | $14,584,000 | +11.3% | 573,722 | +12.6% | 0.00% | 0.0% |
Q3 2021 | $13,104,000 | +0.7% | 509,508 | +2.6% | 0.00% | 0.0% |
Q2 2021 | $13,010,000 | – | 496,555 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Octavia Wealth Advisors, LLC | 715,085 | $15,583,211 | 3.51% |
Ameritas Advisory Services, LLC | 1,116,272 | $24,234,248 | 1.22% |
WealthPLAN Partners, LLC | 419,248 | $9,136,290 | 1.04% |
Empirical Asset Management, LLC | 40,548 | $883,637 | 0.84% |
WealthPlan Investment Management, LLC | 204,394 | $4,454,177 | 0.77% |
Newbridge Financial Services Group, Inc. | 62,761 | $1,367,694 | 0.73% |
FIRETHORN WEALTH PARTNERS, LLC | 28,470 | $620,922 | 0.48% |
Kestra Advisory Services, LLC | 1,330,009 | $28,983,686 | 0.31% |
Stratos Wealth Partners, LTD. | 246,065 | $5,362,279 | 0.14% |
Southern Wealth Management, LLP | 14,225 | $309,993 | 0.12% |