STARBOARD INVT TR's ticker is AGOX and the CUSIP is 85521B742. A total of 41 filers reported holding STARBOARD INVT TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $56 | +9.8% | 2 | 0.0% | 0.00% | – |
| Q1 2024 | $51 | +4.1% | 2 | 0.0% | 0.00% | – |
| Q4 2023 | $49 | +8.9% | 2 | 0.0% | 0.00% | – |
| Q3 2023 | $45 | -4.3% | 2 | 0.0% | 0.00% | – |
| Q2 2023 | $47 | +6.8% | 2 | 0.0% | 0.00% | – |
| Q1 2023 | $44 | +7.3% | 2 | 0.0% | 0.00% | – |
| Q4 2022 | $41 | – | 2 | 0.0% | 0.00% | – |
| Q3 2022 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q2 2022 | $0 | -100.0% | 2 | -99.0% | 0.00% | -100.0% |
| Q1 2022 | $5,000 | – | 196 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Encompass More Asset Management | 245,191 | $6,835,116 | 4.88% |
| Octavia Wealth Advisors, LLC | 748,888 | $20,876,527 | 2.84% |
| Ameritas Advisory Services, LLC | 1,485,976 | $41,424,110 | 1.56% |
| WealthPLAN Partners, LLC | 332,843 | $9,278,572 | 1.00% |
| WealthPlan Investment Management, LLC | 202,901 | $5,656,215 | 0.86% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 810,015 | $22,580,539 | 0.45% |
| Empirical Asset Management, LLC | 40,307 | $1,123,623 | 0.42% |
| FIRETHORN WEALTH PARTNERS, LLC | 21,292 | $593,561 | 0.34% |
| Kestra Advisory Services, LLC | 1,647,834 | $45,936,174 | 0.26% |
| Global Retirement Partners, LLC | 142,619 | $3,975,738 | 0.12% |