STARBOARD INVT TR's ticker is AGOX and the CUSIP is 85521B742. A total of 39 filers reported holding STARBOARD INVT TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Octavia Wealth Advisors, LLC | 736,240 | $14,123,000 | 3.82% |
| F3Logic, LLC | 562,384 | $10,773,000 | 2.25% |
| Ameritas Advisory Services, LLC | 1,074,916 | $20,620,000 | 1.23% |
| WealthPlan Investment Management, LLC | 676,537 | $14,170,000 | 1.03% |
| Empirical Asset Management, LLC | 43,954 | $843,000 | 0.92% |
| Newbridge Financial Services Group, Inc. | 75,011 | $1,439,000 | 0.85% |
| FIRETHORN WEALTH PARTNERS, LLC | 30,831 | $591,000 | 0.55% |
| Kestra Advisory Services, LLC | 2,018,530 | $19,380,361,000 | 0.21% |
| Atria Investments, Inc | 291,077 | $5,584,000 | 0.12% |
| American Portfolios Advisors | 145,767 | $2,796,248 | 0.12% |