WealthPlan Investment Management, LLC - STARBOARD INVT TR ownership

STARBOARD INVT TR's ticker is and the CUSIP is 85521B783. A total of 16 filers reported holding STARBOARD INVT TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
WealthPlan Investment Management, LLC ownership history of STARBOARD INVT TR
ValueSharesWeighting
Q4 2023$10,576,848
+10.1%
1,388,038
+3.7%
1.69%
-0.2%
Q3 2023$9,606,626
+46.1%
1,338,007
+57.7%
1.70%
-13.4%
Q2 2023$6,573,851
-28.3%
848,524
-28.1%
1.96%
+24.2%
Q1 2023$9,163,926
-39.8%
1,180,918
-38.4%
1.58%
+48.3%
Q4 2022$15,220,542
+2.6%
1,918,152
+0.7%
1.06%
-1.8%
Q3 2022$14,841,000
-21.4%
1,905,274
-11.7%
1.08%
-17.3%
Q1 2022$18,883,0002,156,7581.31%
Other shareholders
STARBOARD INVT TR shareholders Q3 2023
NameSharesValueWeighting ↓
F3Logic, LLC 1,881,597$15,598,0002.72%
Atria Investments, Inc 1,247,118$10,339,0000.22%
CENTAURUS FINANCIAL, INC. 42,439$352,0000.04%
Cetera Advisors LLC 148,168$1,228,0000.03%
OLD MISSION CAPITAL LLC 18,917$157,0000.00%
COMMONWEALTH EQUITY SERVICES, LLC 35,673$295,0000.00%
JANE STREET GROUP, LLC 258,609$2,144,0000.00%
LPL Financial LLC 132,456$1,098,0000.00%
OSAIC HOLDINGS, INC. 417$3,0000.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
View complete list of STARBOARD INVT TR shareholders