STARBOARD INVT TR's ticker is AGOX and the CUSIP is 85521B742. A total of 36 filers reported holding STARBOARD INVT TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $8,478,501 | +8.7% | 373,966 | +12.3% | 0.01% | -7.1% |
Q2 2023 | $7,800,651 | +51.0% | 332,939 | +40.4% | 0.01% | +40.0% |
Q1 2023 | $5,167,595 | +25.9% | 237,132 | +18.4% | 0.01% | +25.0% |
Q4 2022 | $4,103,433 | +65.3% | 200,238 | +54.7% | 0.01% | +33.3% |
Q3 2022 | $2,483,000 | +7.4% | 129,416 | +12.7% | 0.01% | +20.0% |
Q2 2022 | $2,312,000 | +222.9% | 114,792 | +282.6% | 0.01% | +400.0% |
Q1 2022 | $716,000 | -79.0% | 30,002 | -77.6% | 0.00% | -83.3% |
Q4 2021 | $3,404,000 | +39.0% | 133,909 | +40.7% | 0.01% | +20.0% |
Q3 2021 | $2,449,000 | -2.7% | 95,182 | -0.9% | 0.01% | 0.0% |
Q2 2021 | $2,517,000 | – | 96,054 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Savior LLC | 395,283 | $9,590,000 | 7.14% |
Octavia Wealth Advisors, LLC | 948,908 | $22,641,000 | 5.03% |
F3Logic, LLC | 984,087 | $23,488,000 | 3.45% |
WealthPLAN Partners, LLC | 911,227 | $19,928,000 | 1.38% |
WealthPlan Investment Management, LLC | 911,227 | $19,928,000 | 1.38% |
Empirical Asset Management, LLC | 43,870 | $1,047,000 | 1.00% |
Newbridge Financial Services Group, Inc. | 79,594 | $1,899,000 | 0.93% |
Ameritas Advisory Services, LLC | 827,919 | $19,754,000 | 0.72% |
FIRETHORN WEALTH PARTNERS, LLC | 34,945 | $834,000 | 0.63% |
Kestra Advisory Services, LLC | 1,280,257 | $30,547,000 | 0.32% |