STARBOARD INVT TR's ticker is AGOX and the CUSIP is 85521B742. A total of 37 filers reported holding STARBOARD INVT TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $230 | -3.4% | 10,151 | 0.0% | 0.02% | -4.8% |
| Q2 2023 | $238 | +1.7% | 10,151 | -5.6% | 0.02% | +10.5% |
| Q1 2023 | $234 | +6.4% | 10,751 | 0.0% | 0.02% | -9.5% |
| Q4 2022 | $220 | -99.9% | 10,751 | -2.1% | 0.02% | 0.0% |
| Q3 2022 | $211,000 | -7.5% | 10,987 | -3.0% | 0.02% | -4.5% |
| Q2 2022 | $228,000 | -15.6% | 11,332 | 0.0% | 0.02% | +4.8% |
| Q1 2022 | $270,000 | -6.2% | 11,332 | 0.0% | 0.02% | -4.5% |
| Q4 2021 | $288,000 | -1.0% | 11,332 | 0.0% | 0.02% | -8.3% |
| Q3 2021 | $291,000 | +3.6% | 11,332 | +5.6% | 0.02% | 0.0% |
| Q2 2021 | $281,000 | – | 10,732 | – | 0.02% | – |
Download | ||||||
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% |