LINCOLN NATIONAL CORP - STARBOARD INVT TR ownership

STARBOARD INVT TR's ticker is AGOX and the CUSIP is 85521B742. A total of 38 filers reported holding STARBOARD INVT TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
LINCOLN NATIONAL CORP ownership history of STARBOARD INVT TR
ValueSharesWeighting
Q3 2023$1,398,806
+7.9%
61,697
+11.5%
0.03%
+7.7%
Q2 2023$1,296,429
+3.1%
55,332
-4.1%
0.03%0.0%
Q1 2023$1,257,426
+66.6%
57,701
+56.7%
0.03%
+52.9%
Q4 2022$754,636
+177.4%
36,823
+159.5%
0.02%
+142.9%
Q3 2022$272,00014,1890.01%
Other shareholders
STARBOARD INVT TR shareholders Q3 2023
NameSharesValueWeighting ↓
Octavia Wealth Advisors, LLC 718,332$16,286,1633.30%
Ameritas Advisory Services, LLC 1,138,961$25,819,7071.29%
WealthPLAN Partners, LLC 378,556$8,582,6981.00%
Empirical Asset Management, LLC 43,076$976,6320.85%
WealthPlan Investment Management, LLC 184,251$4,177,3800.74%
Newbridge Financial Services Group, Inc. 55,802$1,265,1540.64%
FIRETHORN WEALTH PARTNERS, LLC 24,842$563,2190.43%
Savior LLC 2,511$56,9250.40%
KESTRA PRIVATE WEALTH SERVICES, LLC 439,116$9,955,7260.31%
Kestra Advisory Services, LLC 1,368,216$31,020,4670.30%
View complete list of STARBOARD INVT TR shareholders