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 | 715,085 | $15,583,211 | 3.51% |
| Ameritas Advisory Services, LLC | 1,116,272 | $24,234,248 | 1.22% |
| WealthPLAN Partners, LLC | 419,248 | $9,136,290 | 1.04% |
| Empirical Asset Management, LLC | 40,548 | $883,637 | 0.84% |
| WealthPlan Investment Management, LLC | 204,394 | $4,454,177 | 0.77% |
| Newbridge Financial Services Group, Inc. | 62,761 | $1,367,694 | 0.73% |
| FIRETHORN WEALTH PARTNERS, LLC | 28,470 | $620,922 | 0.48% |
| Kestra Advisory Services, LLC | 1,330,009 | $28,983,686 | 0.31% |
| Stratos Wealth Partners, LTD. | 246,065 | $5,362,279 | 0.14% |
| Southern Wealth Management, LLP | 14,225 | $309,993 | 0.12% |