STARBOARD INVT TR's ticker is AGOX and the CUSIP is 85521B742. A total of 39 filers reported holding STARBOARD INVT TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,265,154 | -10.3% | 55,802 | -7.3% | 0.64% | -7.7% |
| Q2 2023 | $1,409,713 | +3.1% | 60,167 | -4.1% | 0.69% | -5.1% |
| Q1 2023 | $1,367,694 | +3.1% | 62,761 | -3.1% | 0.73% | -5.2% |
| Q4 2022 | $1,327,083 | -7.8% | 64,756 | -13.7% | 0.77% | -9.5% |
| Q3 2022 | $1,439,000 | -9.1% | 75,011 | -4.6% | 0.85% | -13.9% |
| Q2 2022 | $1,583,000 | -16.6% | 78,621 | -1.2% | 0.98% | +5.4% |
| Q1 2022 | $1,899,000 | -6.8% | 79,594 | -0.7% | 0.93% | -3.0% |
| Q4 2021 | $2,038,000 | -3.3% | 80,154 | -2.1% | 0.96% | -27.0% |
| Q3 2021 | $2,107,000 | -3.9% | 81,902 | -2.1% | 1.32% | -2.0% |
| Q2 2021 | $2,193,000 | – | 83,683 | – | 1.34% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Octavia Wealth Advisors, LLC | 736,240 | $14,123,000 | 3.82% |
| F3Logic, LLC | 562,384 | $10,773,000 | 2.25% |
| Ameritas Advisory Services, LLC | 1,074,916 | $20,620,000 | 1.23% |
| WealthPlan Investment Management, LLC | 676,537 | $14,170,000 | 1.03% |
| Empirical Asset Management, LLC | 43,954 | $843,000 | 0.92% |
| Newbridge Financial Services Group, Inc. | 75,011 | $1,439,000 | 0.85% |
| FIRETHORN WEALTH PARTNERS, LLC | 30,831 | $591,000 | 0.55% |
| Kestra Advisory Services, LLC | 2,018,530 | $19,380,361,000 | 0.21% |
| Atria Investments, Inc | 291,077 | $5,584,000 | 0.12% |
| American Portfolios Advisors | 145,767 | $2,796,248 | 0.12% |