Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / RH TACTICAL ROT
-
Total 13F shares
-
485,121
-
Share change
-
+49,838
-
Total reported value
-
$7,616,059
-
Price per share
-
$15.70
-
Number of holders
-
15
-
Value change
-
+$802,336
-
Number of buys
-
6
-
Number of sells
-
5
Institutional Holders of STARBOARD INVT TR - RH TACTICAL ROT (RHRX) as of Q2 2024
As of 30 Jun 2024,
STARBOARD INVT TR - RH TACTICAL ROT (RHRX) was held by
15 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
485,121 shares.
The largest 10 holders included
Cetera Investment Advisers, KESTRA PRIVATE WEALTH SERVICES, LLC, Prime Capital Investment Advisors, LLC, Avior Wealth Management, LLC, OLD MISSION CAPITAL LLC, Stratos Wealth Partners, LTD., ENVESTNET ASSET MANAGEMENT INC, CENTAURUS FINANCIAL, INC., GTS SECURITIES LLC, and WealthPLAN Partners, LLC.
This page lists
15
institutional shareholders reporting positions in this security
for the Q2 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.