STARBOARD INVT TR's ticker is AGOX and the CUSIP is 85521B742. A total of 40 filers reported holding STARBOARD INVT TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Octavia Wealth Advisors, LLC | 718,332 | $16,286,163 | 3.30% |
| Ameritas Advisory Services, LLC | 1,138,961 | $25,819,707 | 1.29% |
| WealthPLAN Partners, LLC | 378,556 | $8,582,698 | 1.00% |
| Empirical Asset Management, LLC | 43,076 | $976,632 | 0.85% |
| WealthPlan Investment Management, LLC | 184,251 | $4,177,380 | 0.74% |
| Newbridge Financial Services Group, Inc. | 55,802 | $1,265,154 | 0.64% |
| FIRETHORN WEALTH PARTNERS, LLC | 24,842 | $563,219 | 0.43% |
| Savior LLC | 2,511 | $56,925 | 0.40% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 439,116 | $9,955,726 | 0.31% |
| Kestra Advisory Services, LLC | 1,368,216 | $31,020,467 | 0.30% |