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
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 | 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% |