ACG Wealth - STARBOARD INVT TR ownership

STARBOARD INVT TR's ticker is AGOX and the CUSIP is 85521B742. A total of 39 filers reported holding STARBOARD INVT TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
ACG Wealth ownership history of STARBOARD INVT TR
ValueSharesWeighting
Q2 2022$243,000
-15.6%
12,0800.0%0.05%
-7.4%
Q1 2022$288,000
-6.2%
12,080
+0.1%
0.05%
+22.7%
Q4 2021$307,000
+1.7%
12,072
+2.8%
0.04%
+10.0%
Q3 2021$302,000
-1.9%
11,7410.0%0.04%
+2.6%
Q2 2021$308,00011,7410.04%
Other shareholders
STARBOARD INVT TR shareholders Q3 2022
NameSharesValueWeighting ↓
Octavia Wealth Advisors, LLC 718,332$16,286,1633.30%
Ameritas Advisory Services, LLC 1,138,961$25,819,7071.29%
WealthPLAN Partners, LLC 378,556$8,582,6981.00%
Empirical Asset Management, LLC 43,076$976,6320.85%
WealthPlan Investment Management, LLC 184,251$4,177,3800.74%
Newbridge Financial Services Group, Inc. 55,802$1,265,1540.64%
FIRETHORN WEALTH PARTNERS, LLC 24,842$563,2190.43%
Savior LLC 2,511$56,9250.40%
KESTRA PRIVATE WEALTH SERVICES, LLC 439,116$9,955,7260.31%
Kestra Advisory Services, LLC 1,368,216$31,020,4670.30%
View complete list of STARBOARD INVT TR shareholders