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 | $592,376 | -9.6% | 26,128 | -6.6% | 0.01% | 0.0% |
| Q2 2023 | $655,388 | -6.8% | 27,972 | -13.3% | 0.01% | -22.2% |
| Q1 2023 | $703,266 | +1824.4% | 32,272 | -15.0% | 0.01% | +800.0% |
| Q4 2022 | $36,545 | -96.3% | 37,965 | -27.0% | 0.00% | -93.8% |
| Q3 2022 | $998,000 | -12.9% | 52,003 | -8.6% | 0.02% | -15.8% |
| Q2 2022 | $1,146,000 | -72.7% | 56,896 | -65.6% | 0.02% | -69.8% |
| Q4 2021 | $4,203,000 | +76.2% | 165,335 | +78.2% | 0.06% | +6.8% |
| Q3 2021 | $2,386,000 | +52.1% | 92,759 | +54.9% | 0.06% | +40.5% |
| Q2 2021 | $1,569,000 | – | 59,891 | – | 0.04% | – |
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% |