Atria Investments, Inc - STARBOARD INVT TR ownership

STARBOARD INVT TR's ticker is AGOX and the CUSIP is 85521B742. A total of 40 filers reported holding STARBOARD INVT TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Atria Investments, Inc ownership history of STARBOARD INVT TR
ValueSharesWeighting
Q3 2022$5,584,000
-33.6%
291,077
-30.3%
0.12%
-30.1%
Q2 2022$8,405,000
+369.3%
417,349
+456.0%
0.18%
+467.7%
Q1 2022$1,791,000
+57.5%
75,060
+67.9%
0.03%
+55.0%
Q4 2021$1,137,00044,7120.02%
Other shareholders
STARBOARD INVT TR shareholders Q1 2022
NameSharesValueWeighting ↓
Octavia Wealth Advisors, LLC 715,085$15,583,2113.51%
Ameritas Advisory Services, LLC 1,116,272$24,234,2481.22%
WealthPLAN Partners, LLC 419,248$9,136,2901.04%
Empirical Asset Management, LLC 40,548$883,6370.84%
WealthPlan Investment Management, LLC 204,394$4,454,1770.77%
Newbridge Financial Services Group, Inc. 62,761$1,367,6940.73%
FIRETHORN WEALTH PARTNERS, LLC 28,470$620,9220.48%
Kestra Advisory Services, LLC 1,330,009$28,983,6860.31%
Stratos Wealth Partners, LTD. 246,065$5,362,2790.14%
Southern Wealth Management, LLP 14,225$309,9930.12%
View complete list of STARBOARD INVT TR shareholders