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 | $31,020,467 | -3.8% | 1,368,216 | -0.6% | 0.30% | -5.6% |
| Q2 2023 | $32,244,460 | +11.3% | 1,376,204 | +3.5% | 0.32% | +2.9% |
| Q1 2023 | $28,983,686 | +10.5% | 1,330,009 | +3.9% | 0.31% | +34.8% |
| Q4 2022 | $26,230,025 | -99.9% | 1,279,913 | -36.6% | 0.23% | +12.6% |
| Q3 2022 | $19,380,361,000 | +69925.9% | 2,018,530 | +46.9% | 0.21% | -27.1% |
| Q2 2022 | $27,676,000 | -9.4% | 1,374,164 | +7.3% | 0.28% | -10.7% |
| Q1 2022 | $30,547,000 | +47.0% | 1,280,257 | +56.6% | 0.32% | +51.4% |
| Q4 2021 | $20,784,000 | – | 817,636 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Octavia Wealth Advisors, LLC | 718,332 | $16,286,163 | 3.30% |
| Ameritas Advisory Services, LLC | 1,138,961 | $25,819,707 | 1.29% |
| WealthPLAN Partners, LLC | 378,556 | $8,582,698 | 1.00% |
| Empirical Asset Management, LLC | 43,076 | $976,632 | 0.85% |
| WealthPlan Investment Management, LLC | 184,251 | $4,177,380 | 0.74% |
| Newbridge Financial Services Group, Inc. | 55,802 | $1,265,154 | 0.64% |
| FIRETHORN WEALTH PARTNERS, LLC | 24,842 | $563,219 | 0.43% |
| Savior LLC | 2,511 | $56,925 | 0.40% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 439,116 | $9,955,726 | 0.31% |
| Kestra Advisory Services, LLC | 1,368,216 | $31,020,467 | 0.30% |