WealthPLAN Partners, LLC - STARBOARD INVT TR ownership

STARBOARD INVT TR's ticker is and the CUSIP is 85521B783. A total of 16 filers reported holding STARBOARD INVT TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of STARBOARD INVT TR
ValueSharesWeighting
Q4 2023$6,065,817
+6.3%
796,039
+0.2%
0.62%
-5.9%
Q3 2023$5,705,814
+33.8%
794,704
+44.4%
0.66%
+10.0%
Q2 2023$4,263,815
-33.0%
550,354
-32.9%
0.60%
-16.7%
Q1 2023$6,362,494
-58.3%
819,909
-57.3%
0.72%
-32.1%
Q4 2022$15,251,371
-19.2%
1,919,618
-11.0%
1.07%
-18.6%
Q1 2022$18,883,000
+994.7%
2,156,758
+1051.6%
1.31%
+1049.1%
Q4 2021$1,725,000187,2840.11%
Other shareholders
STARBOARD INVT TR shareholders Q3 2023
NameSharesValueWeighting ↓
F3Logic, LLC 2,043,230$18,826,0002.76%
WealthPLAN Partners, LLC 2,156,758$18,883,0001.31%
WealthPlan Investment Management, LLC 2,156,758$18,883,0001.31%
Atria Investments, Inc 1,449,412$13,360,0000.23%
CENTAURUS FINANCIAL, INC. 42,439$391,0000.03%
Cetera Advisors LLC 150,219$1,385,0000.03%
COMMONWEALTH EQUITY SERVICES, LLC 43,856$404,0000.00%
Savior LLC 0$00.00%
JANE STREET GROUP, LLC 29,256$270,0000.00%
UBS Group AG 1,347$12,0000.00%
View complete list of STARBOARD INVT TR shareholders