Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / ADAPTIVE HDGD MU
-
Total 13F shares
-
2,692,702
-
Share change
-
+298,578
-
Total reported value
-
$21,041,488
-
Price per share
-
$7.78
-
Number of holders
-
17
-
Value change
-
+$2,333,284
-
Number of buys
-
10
-
Number of sells
-
5
Institutional Holders of STARBOARD INVT TR - ADAPTIVE HDGD MU (AMAX) as of Q4 2024
As of 31 Dec 2024,
STARBOARD INVT TR - ADAPTIVE HDGD MU (AMAX) was held by
17 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,692,702 shares.
The largest 10 holders included
KESTRA PRIVATE WEALTH SERVICES, LLC, Encompass More Asset Management, Rockport Wealth LLC, PARTNERS WEALTH MANAGEMENT, LLC, LPL Financial LLC, Cetera Investment Advisers, AE Wealth Management LLC, OLD MISSION CAPITAL LLC, NewEdge Advisors, LLC, and CENTAURUS FINANCIAL, INC..
This page lists
17
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.