Flagship Private Wealth, LLC Purchases and Sells in Q4 2024

Flagship Private Wealth, LLC

$207 Million
Q4 2024

Top Buys

Incresed Positions

61 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SGOV	50.2K + 120.8%	$100.16 - $100.7 $5.02M - $5.05M	91.7K $9.2M
SHV	26.9K + 289.26%	$109.92 - $110.57 $2.96M - $2.98M	36.2K $3.99M
IVV	3.86K + 9.83%	$570.51 - $610.59 $2.2M - $2.36M	43.2K $25.4M
QUAL	11.7K + 27.46%	$176.42 - $186.91 $2.06M - $2.18M	54.2K $9.66M
MEAR	26.4K + 159.08%	$49.94 - $50.28 $1.32M - $1.33M	43K $2.15M
QQQ	1.82K + 14.99%	$481.22 - $538.17 $877K - $981K	14K $7.15M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLI	3.81K New	$131.76 - $143.99 $502K - $549K	3.81K $502K
KRE	8.01K New	$54.6 - $68.9 $437K - $552K	8.01K $483K
HYG	6.03K New	$78.09 - $80.04 $471K - $482K	6.03K $473K
QEFA	3.01K New	N/A	3.01K $225K
DSI	1.89K New	$107.41 - $115.71 $203K - $218K	1.89K $208K
ENVX	13.3K New	$8.03 - $12.81 $107K - $170K	13.3K $144K

Top Sells

Reduced Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MUI	-154K - 87.58%	$12.11 - $12.77 $1.86M - $1.96M	21.8K $264K
SHY	-20.2K - 36.69%	$81.68 - $82.93 $1.65M - $1.68M	34.9K $2.86M
LQD	-10.9K - 29.27%	$106.56 - $113.11 $1.16M - $1.23M	26.2K $2.8M
XLV	-1.7K - 6.34%	$136.28 - $154.74 $232K - $263K	25.1K $3.46M
BND	-1.27K - 4.55%	$71.75 - $75.11 $91K - $95.2K	26.6K $1.91M
PINK	-2K - 7.4%	$29.45 - $32.77 $58.8K - $65.4K	25K $740K

Activity Summary All Purchases 67 New Holdings 6 Increased Positions 61 All Sells 21 Reductions 21 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Flagship Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Flagship Private Wealth, LLC with notifications on news.