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 | $9,406,990 | +11.9% | 414,913 | +15.6% | 0.00% | 0.0% |
| Q2 2023 | $8,407,172 | +5.1% | 358,821 | -2.3% | 0.00% | 0.0% |
| Q1 2023 | $8,000,432 | +51.8% | 367,125 | +42.7% | 0.00% | +33.3% |
| Q4 2022 | $5,271,935 | +13.1% | 257,248 | +5.8% | 0.00% | 0.0% |
| Q3 2022 | $4,663,000 | +5.6% | 243,066 | +10.8% | 0.00% | +50.0% |
| Q2 2022 | $4,416,000 | +29.8% | 219,277 | +53.8% | 0.00% | 0.0% |
| Q1 2022 | $3,402,000 | +1.1% | 142,596 | +7.7% | 0.00% | 0.0% |
| Q4 2021 | $3,364,000 | +107.0% | 132,351 | +109.5% | 0.00% | +100.0% |
| Q3 2021 | $1,625,000 | +30.2% | 63,185 | +32.7% | 0.00% | 0.0% |
| Q2 2021 | $1,248,000 | – | 47,616 | – | 0.00% | – |
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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% |