Captrust Financial Advisors »

Starboard Invt Tr shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial Advisors investment in Starboard Invt Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Starboard Invt Tr by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $454k 15k 30.70
2025-06-30 $437k 15k 29.58
2025-03-31 $362k 15k 24.46
2024-12-31 $401k 15k 27.16
2024-09-30 $410k 14k 28.85
2021-12-31 $7.0k 277 25.27

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Apple Stock (AAPL)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Nvidia Corporation Stock (NVDA)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Growth Etf Etf (VUG)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Small-cap Etf Etf (VB)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial Advisors

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