STARBOARD INVT TR's ticker is AGOX and the CUSIP is 85521B742. A total of 2 filers reported holding STARBOARD INVT TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $4,352,868 | +4.2% | 178,859 | -2.9% | 0.70% | -5.6% |
| Q3 2023 | $4,177,380 | +41.8% | 184,251 | +46.5% | 0.74% | -15.9% |
| Q2 2023 | $2,946,032 | -33.9% | 125,738 | -38.5% | 0.88% | +14.5% |
| Q1 2023 | $4,454,177 | -69.0% | 204,394 | -68.4% | 0.77% | -23.8% |
| Q4 2022 | $14,390,099 | +1.6% | 646,456 | -4.4% | 1.01% | -2.7% |
| Q3 2022 | $14,170,000 | -28.9% | 676,537 | -25.8% | 1.03% | -25.2% |
| Q1 2022 | $19,928,000 | – | 911,227 | – | 1.38% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Octavia Wealth Advisors, LLC | 734,482 | $15,082,628 | 3.72% |
| Ameritas Advisory Services, LLC | 1,111,213 | $22,772,752 | 1.06% |
| WealthPLAN Partners, LLC | 646,560 | $14,458,299 | 1.01% |
| WealthPlan Investment Management, LLC | 646,456 | $14,390,099 | 1.01% |
| Empirical Asset Management, LLC | 43,839 | $898,410 | 0.95% |
| Newbridge Financial Services Group, Inc. | 64,756 | $1,327,083 | 0.77% |
| FIRETHORN WEALTH PARTNERS, LLC | 28,537 | $584,831 | 0.49% |
| Kestra Advisory Services, LLC | 1,279,913 | $26,230,025 | 0.23% |
| F3Logic, LLC | 39,070 | $800,697 | 0.17% |
| Gallagher Benefit Services, Inc. | 39,070 | $800,697 | 0.17% |