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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,910,976 | +16.0% | 481,249 | +19.9% | 0.01% | +14.3% |
| Q2 2023 | $9,402,848 | +3.3% | 401,317 | -3.9% | 0.01% | 0.0% |
| Q1 2023 | $9,098,837 | +23.6% | 417,529 | +16.3% | 0.01% | +16.7% |
| Q4 2022 | $7,359,888 | +60.6% | 359,131 | +50.3% | 0.01% | +50.0% |
| Q3 2022 | $4,584,000 | -1.3% | 238,958 | +3.7% | 0.00% | 0.0% |
| Q2 2022 | $4,643,000 | -61.6% | 230,512 | -51.6% | 0.00% | -60.0% |
| Q4 2021 | $12,095,000 | +13.1% | 475,808 | +14.4% | 0.01% | 0.0% |
| Q3 2021 | $10,695,000 | +0.1% | 415,812 | +2.0% | 0.01% | -9.1% |
| Q2 2021 | $10,680,000 | – | 407,607 | – | 0.01% | – |
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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% |