STARBOARD INVT TR's ticker is AGOX and the CUSIP is 85521B742. A total of 38 filers reported holding STARBOARD INVT TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $730,524 | +2.5% | 31,179 | -4.7% | 0.01% | -9.1% |
| Q1 2023 | $712,841 | +6.3% | 32,711 | +0.0% | 0.01% | -8.3% |
| Q4 2022 | $670,346 | +6.9% | 32,710 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $627,000 | -32.1% | 32,710 | -28.7% | 0.01% | -33.3% |
| Q2 2022 | $924,000 | -19.0% | 45,885 | -4.1% | 0.02% | -5.3% |
| Q1 2022 | $1,141,000 | -16.0% | 47,826 | -10.5% | 0.02% | -9.5% |
| Q4 2021 | $1,358,000 | -38.7% | 53,414 | -38.0% | 0.02% | -44.7% |
| Q3 2021 | $2,216,000 | +2.3% | 86,162 | +4.3% | 0.04% | +2.7% |
| Q2 2021 | $2,166,000 | – | 82,648 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Octavia Wealth Advisors, LLC | 718,332 | $16,286,163 | 3.30% |
| Ameritas Advisory Services, LLC | 1,138,961 | $25,819,707 | 1.29% |
| WealthPLAN Partners, LLC | 378,556 | $8,582,698 | 1.00% |
| Empirical Asset Management, LLC | 43,076 | $976,632 | 0.85% |
| WealthPlan Investment Management, LLC | 184,251 | $4,177,380 | 0.74% |
| Newbridge Financial Services Group, Inc. | 55,802 | $1,265,154 | 0.64% |
| FIRETHORN WEALTH PARTNERS, LLC | 24,842 | $563,219 | 0.43% |
| Savior LLC | 2,511 | $56,925 | 0.40% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 439,116 | $9,955,726 | 0.31% |
| Kestra Advisory Services, LLC | 1,368,216 | $31,020,467 | 0.30% |