Flagship Private Wealth, LLC Purchases and Sells in Q3 2024

Flagship Private Wealth, LLC

$193 Million
Q3 2024

Top Buys

Incresed Positions

46 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SHY	47.9K + 666.94%	$81.31 - $83.29 $3.9M - $3.99M	55.1K $4.58M
QUAL	14.5K + 51.53%	$162.64 - $179.3 $2.35M - $2.59M	42.6K $7.63M
IVV	2.69K + 7.36%	$520.18 - $576.82 $1.4M - $1.55M	39.3K $22.7M
USMV	13.8K + 12.07%	$83.76 - $91.82 $1.16M - $1.27M	128K $11.7M
LQD	16.6K + 81.16%	$106.11 - $113.72 $1.76M - $1.89M	37.1K $4.19M
IJH	7.93K + 9.31%	$57.32 - $62.65 $455K - $497K	93.1K $5.8M

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TLT	19.4K New	$89.91 - $101.33 $1.74M - $1.96M	19.4K $1.9M
IEF	13.2K New	$92.67 - $99.14 $1.22M - $1.31M	13.2K $1.3M
PINK	27K New	$30.71 - $33.23 $828K - $896K	27K $885K
XLU	5.66K New	$67.67 - $80.78 $383K - $457K	5.66K $457K
SLYG	3.98K New	$85.03 - $94.56 $338K - $376K	3.98K $370K
XLP	4.72K New	$76.04 - $76.04 $359K - $359K	4.72K $358K

Top Sells

Reduced Positions

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SGOV	-45.2K - 52.13%	$100.3 - $100.74 $4.53M - $4.55M	41.5K $4.18M
BND	-5.39K - 16.22%	$71.45 - $75.64 $385K - $408K	27.8K $2.09M
WPC	-3.9K - 41.99%	$54.63 - $63.96 $213K - $249K	5.38K $335K
VXF	-1.96K - 13.29%	$163.98 - $182.92 $322K - $359K	12.8K $2.33M
VT	-1.02K - 26.06%	$107.72 - $119.96 $110K - $122K	2.89K $345K
XLV	-1.96K - 6.8%	$143.3 - $157.24 $281K - $308K	26.8K $4.13M

Activity Summary All Purchases 58 New Holdings 12 Increased Positions 46 All Sells 27 Reductions 27 Sold out 0 Calls 0 Puts 0

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