STARBOARD INVT TR's ticker is AGOX and the CUSIP is 85521B742. A total of 37 filers reported holding STARBOARD INVT TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $671,180 | +8.8% | 24,076 | 0.0% | 0.03% | 0.0% |
| Q1 2024 | $617,087 | +5.6% | 24,076 | +0.3% | 0.03% | -17.1% |
| Q4 2023 | $584,375 | +7.3% | 24,011 | 0.0% | 0.04% | -5.4% |
| Q3 2023 | $544,402 | -3.2% | 24,011 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $562,598 | +7.5% | 24,011 | 0.0% | 0.04% | +2.8% |
| Q1 2023 | $523,269 | +6.6% | 24,011 | +0.2% | 0.04% | -2.7% |
| Q4 2022 | $491,095 | +7.0% | 23,963 | 0.0% | 0.04% | -2.6% |
| Q3 2022 | $459,000 | -4.8% | 23,963 | 0.0% | 0.04% | -22.4% |
| Q2 2022 | $482,000 | -15.6% | 23,963 | 0.0% | 0.05% | 0.0% |
| Q1 2022 | $571,000 | -5.9% | 23,963 | +0.2% | 0.05% | -2.0% |
| Q4 2021 | $607,000 | +4.7% | 23,915 | +6.0% | 0.05% | +4.2% |
| Q3 2021 | $580,000 | -1.9% | 22,560 | 0.0% | 0.05% | -18.6% |
| Q2 2021 | $591,000 | – | 22,560 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Encompass More Asset Management | 245,191 | $6,835,116 | 4.88% |
| Octavia Wealth Advisors, LLC | 748,888 | $20,876,527 | 2.84% |
| Ameritas Advisory Services, LLC | 1,485,976 | $41,424,110 | 1.56% |
| WealthPLAN Partners, LLC | 332,843 | $9,278,572 | 1.00% |
| WealthPlan Investment Management, LLC | 202,901 | $5,656,215 | 0.86% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 810,015 | $22,580,539 | 0.45% |
| Empirical Asset Management, LLC | 40,307 | $1,123,623 | 0.42% |
| FIRETHORN WEALTH PARTNERS, LLC | 21,292 | $593,561 | 0.34% |
| Kestra Advisory Services, LLC | 1,647,834 | $45,936,174 | 0.26% |
| Global Retirement Partners, LLC | 142,619 | $3,975,738 | 0.12% |