WealthPLAN Partners, LLC - STARBOARD INVT TR ownership

STARBOARD INVT TR's ticker is and the CUSIP is 85521B775. A total of 12 filers reported holding STARBOARD INVT TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of STARBOARD INVT TR
ValueSharesWeighting
Q4 2023$156,372
+0.4%
12,118
-5.7%
0.02%
-11.1%
Q3 2023$155,804
-3.9%
12,850
-0.2%
0.02%
-21.7%
Q2 2023$162,050
+4.5%
12,882
-1.2%
0.02%
+27.8%
Q1 2023$155,122
-0.9%
13,0380.0%0.02%
+63.6%
Q4 2022$156,546
-4.5%
13,038
-2.0%
0.01%0.0%
Q1 2022$164,000
-18.0%
13,310
-8.5%
0.01%
-15.4%
Q4 2021$200,00014,5430.01%
Other shareholders
STARBOARD INVT TR shareholders Q2 2022
NameSharesValueWeighting ↓
F3Logic, LLC 74,691$1,000,0000.15%
Cetera Advisors LLC 345,190$4,648,0000.09%
Avior Wealth Management, LLC 31,904$429,0000.04%
Atria Investments, Inc 88,377$1,190,0000.02%
CENTAURUS FINANCIAL, INC. 13,426$181,0000.01%
WealthPlan Investment Management, LLC 13,310$164,0000.01%
WealthPLAN Partners, LLC 13,310$164,0000.01%
ENVESTNET ASSET MANAGEMENT INC 160,379$2,159,0000.00%
UBS Group AG 717$10,0000.00%
ROYAL BANK OF CANADA 38,948$524,0000.00%
View complete list of STARBOARD INVT TR shareholders