WealthPlan Investment Management, LLC - STARBOARD INVT TR ownership

STARBOARD INVT TR's ticker is and the CUSIP is 85521B783. 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 1.2%.

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 Q4 2023
NameSharesValueWeighting ↓
F3Logic, LLC 2,043,230$18,826,0002.76%
WealthPLAN Partners, LLC 2,156,758$18,883,0001.31%
WealthPlan Investment Management, LLC 2,156,758$18,883,0001.31%
Atria Investments, Inc 1,449,412$13,360,0000.23%
CENTAURUS FINANCIAL, INC. 42,439$391,0000.03%
Cetera Advisors LLC 150,219$1,385,0000.03%
COMMONWEALTH EQUITY SERVICES, LLC 43,856$404,0000.00%
Savior LLC 0$00.00%
JANE STREET GROUP, LLC 29,256$270,0000.00%
UBS Group AG 1,347$12,0000.00%
View complete list of STARBOARD INVT TR shareholders