WealthPLAN Partners, LLC - STARBOARD INVT TR ownership

STARBOARD INVT TR's ticker is and the CUSIP is 85521B775. A total of 14 filers reported holding STARBOARD INVT TR in Q3 2023. 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 Q3 2023
NameSharesValueWeighting ↓
Gallagher Fiduciary Advisors, LLC 53,191$644,9260.06%
Cetera Advisors LLC 275,786$3,343,8510.05%
Avior Wealth Management, LLC 31,904$386,8290.03%
Householder Group Estate & Retirement Specialist, LLC 4,724$57,2780.02%
WealthPLAN Partners, LLC 12,850$155,8040.02%
CENTAURUS FINANCIAL, INC. 11,022$1340.01%
Prime Capital Investment Advisors, LLC 34,266$415,4680.01%
Cetera Advisor Networks LLC 45,261$548,7810.00%
OLD MISSION CAPITAL LLC 10,607$128,6080.00%
NewEdge Advisors, LLC 5,879$71,2810.00%
View complete list of STARBOARD INVT TR shareholders