STARBOARD INVT TR's ticker is AGOX and the CUSIP is 85521B742. A total of 29 filers reported holding STARBOARD INVT TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,500,353 | +5.6% | 154,391 | +9.2% | 0.00% | 0.0% |
| Q2 2023 | $3,313,728 | +884.0% | 141,431 | +815.2% | 0.00% | – |
| Q1 2023 | $336,752 | -12.2% | 15,453 | -17.4% | 0.00% | – |
| Q4 2022 | $383,429 | -67.4% | 18,713 | -69.5% | 0.00% | -100.0% |
| Q3 2022 | $1,175,000 | +1.2% | 61,270 | +6.3% | 0.00% | – |
| Q2 2022 | $1,161,000 | -22.5% | 57,644 | -8.2% | 0.00% | – |
| Q1 2022 | $1,498,000 | -4.3% | 62,763 | +2.0% | 0.00% | – |
| Q4 2021 | $1,565,000 | +122.0% | 61,560 | +124.5% | 0.00% | – |
| Q3 2021 | $705,000 | +29.6% | 27,425 | +32.1% | 0.00% | – |
| Q2 2021 | $544,000 | – | 20,757 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Octavia Wealth Advisors, LLC | 718,332 | $16,286,163 | 3.30% |
| Ameritas Advisory Services, LLC | 1,138,961 | $25,819,707 | 1.29% |
| WealthPLAN Partners, LLC | 378,556 | $8,582,698 | 1.00% |
| Empirical Asset Management, LLC | 43,076 | $976,632 | 0.85% |
| WealthPlan Investment Management, LLC | 184,251 | $4,177,380 | 0.74% |
| Newbridge Financial Services Group, Inc. | 55,802 | $1,265,154 | 0.64% |
| FIRETHORN WEALTH PARTNERS, LLC | 24,842 | $563,219 | 0.43% |
| Savior LLC | 2,511 | $56,925 | 0.40% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 439,116 | $9,955,726 | 0.31% |
| Kestra Advisory Services, LLC | 1,368,216 | $31,020,467 | 0.30% |