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 | $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 ↓ |
|---|---|---|---|
| Octavia Wealth Advisors, LLC | 715,085 | $15,583,211 | 3.51% |
| Ameritas Advisory Services, LLC | 1,116,272 | $24,234,248 | 1.22% |
| WealthPLAN Partners, LLC | 419,248 | $9,136,290 | 1.04% |
| Empirical Asset Management, LLC | 40,548 | $883,637 | 0.84% |
| WealthPlan Investment Management, LLC | 204,394 | $4,454,177 | 0.77% |
| Newbridge Financial Services Group, Inc. | 62,761 | $1,367,694 | 0.73% |
| FIRETHORN WEALTH PARTNERS, LLC | 28,470 | $620,922 | 0.48% |
| Kestra Advisory Services, LLC | 1,330,009 | $28,983,686 | 0.31% |
| Stratos Wealth Partners, LTD. | 246,065 | $5,362,279 | 0.14% |
| Southern Wealth Management, LLP | 14,225 | $309,993 | 0.12% |