STARBOARD INVT TR's ticker is AGOX and the CUSIP is 85521B742. A total of 37 filers reported holding STARBOARD INVT TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,819,707 | +4324.4% | 1,138,961 | +4415.4% | 1.29% | +1618.7% |
| Q2 2023 | $583,577 | -97.6% | 25,224 | -97.7% | 0.08% | -93.8% |
| Q1 2023 | $24,234,248 | +6.4% | 1,116,272 | +0.5% | 1.22% | +15.0% |
| Q4 2022 | $22,772,752 | +10.4% | 1,111,213 | +3.4% | 1.06% | -14.3% |
| Q3 2022 | $20,620,000 | +4.7% | 1,074,916 | +9.9% | 1.23% | +8.3% |
| Q2 2022 | $19,692,000 | -0.3% | 977,779 | +18.1% | 1.14% | +57.5% |
| Q1 2022 | $19,754,000 | +32.2% | 827,919 | +40.9% | 0.72% | +32.4% |
| Q4 2021 | $14,940,000 | – | 587,709 | – | 0.55% | – |
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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% |