STARBOARD INVT TR's ticker is AGOX and the CUSIP is 85521B742. A total of 36 filers reported holding STARBOARD INVT TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $237,990 | -3.2% | 10,497 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $245,945 | +7.5% | 10,497 | 0.0% | 0.03% | +6.7% |
| Q1 2023 | $228,752 | +106296.3% | 10,497 | 0.0% | 0.03% | +3.4% |
| Q4 2022 | $215 | -99.9% | 10,497 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $201,000 | -4.7% | 10,497 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $211,000 | -15.6% | 10,497 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $250,000 | -0.8% | 10,497 | +6.1% | 0.03% | +11.5% |
| Q4 2021 | $252,000 | +15.1% | 9,897 | +16.5% | 0.03% | +8.3% |
| Q3 2021 | $219,000 | – | 8,497 | – | 0.02% | – |
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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% |