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Starboard Invt Tr shares owned by Assetmark

Quarter-by-quarter ownership of Starboard Invt Tr (AGOX) shares owned by Assetmark from 13F filings

Historical chart of Assetmark investment in Starboard Invt Tr

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All positions including Starboard Invt Tr held by Assetmark consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Starboard Invt Tr by Assetmark

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.2k 235 30.70
2025-06-30 $14k 455 29.58

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Top funds holding Starboard Invt Tr

Kestra Private Wealth Services
Octavia Wealth Advisors
Royal Bank of Canada
Envestnet Asset Management
Cetera Investment Advisers
WealthPlan Investment Management
Encompass More Asset Management
UBS Group
LPL Financial
Stratos Wealth Partners
Advisor Group Holdings
Partners Wealth Management
Feltz Wealth PLAN
Commonwealth Equity Services
Global Retirement Partners

View all funds holding Starboard Invt Tr