Flagship Private Wealth, LLC Reduced Holdings in Q3 2024

Flagship Private Wealth, LLC

  • $193 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-45.2K
- 52.13%
$100.3 - $100.74 $4.53M - $4.55M
41.5K $4.18M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-5.39K
- 16.22%
$71.45 - $75.64 $385K - $408K
27.8K $2.09M
WPC
W. P. Carey Inc.

Real Estate
-3.9K
- 41.99%
$54.63 - $63.96 $213K - $249K
5.38K $335K
VXF
Vanguard Extended Market ETF

ETFs
-1.96K
- 13.29%
$163.98 - $182.92 $322K - $359K
12.8K $2.33M
VT
Vanguard Total World Stk Index

ETFs
-1.02K
- 26.06%
$107.72 - $119.96 $110K - $122K
2.89K $345K
XLV
Select Sector Spdr Fund Health

ETFs
-1.96K
- 6.8%
$143.3 - $157.24 $281K - $308K
26.8K $4.13M
MEAR
Blackrock Short Maturity Munic

ETFs
-1.15K
- 6.5%
$49.99 - $50.34 $57.7K - $58.1K
16.6K $834K
VHT
Vanguard Health Care ETF

ETFs
-272
- 10.99%
$261.88 - $288.1 $71.2K - $78.4K
2.2K $621K
AMZN
Amazon Com Inc

Consumer Cyclical
-89
- 4.72%
$161.02 - $200.0 $14.3K - $17.8K
1.8K $334K
XLK
Technology Sector Spdr

ETFs
-114
- 8.89%
$197.34 - $237.68 $22.5K - $27.1K
1.17K $263K
FSK
Fs Kkr Capital Corp

Financial Services
-1.32K
- 2.68%
$18.74 - $20.43 $24.8K - $27K
48.1K $949K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.2K
- 17.83%
$36.02 - $41.68 $43K - $49.8K
5.51K $227K
IWR
Ishares Russell Mid Cap ETF

ETFs
-634
- 12.61%
$79.92 - $88.19 $50.7K - $55.9K
4.39K $387K
OEF
Ishares S&P 100 ETF

ETFs
-88
- 3.45%
$266.03 - $266.03 $23.4K - $23.4K
2.47K $655K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.29K
- 4.6%
$96.25 - $101.98 $124K - $131K
26.7K $2.7M
VUG
Vanguard Growth ETF

ETFs
-87
- 2.75%
$341.08 - $391.94 $29.7K - $34.1K
3.08K $1.18M
UTWO
Rbb Fd Inc Us Treas 2 Yr Nt Et
-90
- 0.85%
N/A
10.4K $0
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
-730
- 5.29%
$57.85 - $64.92 $42.2K - $47.4K
13.1K $846K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-21
- 3.34%
$523.84 - $572.02 $11K - $12K
608 $346K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-302
- 4.61%
$162.83 - $179.16 $49.2K - $54.1K
6.25K $1.12M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-619
- 0.85%
$24.86 - $26.33 $15.4K - $16.3K
72.1K $1.89M
VPU
Vanguard Utilities ETF

ETFs
-68
- 2.47%
$146.64 - $174.54 $9.97K - $11.9K
2.69K $467K
AAPL
Apple Inc.

Technology
-212
- 3.8%
$207.23 - $234.82 $43.9K - $49.8K
5.37K $1.25M
VTI
Vanguard Total Stock Market Et

ETFs
-507
- 2.79%
$255.18 - $283.2 $129K - $144K
17.7K $5M
IOO
Ishares Tr Global 100 ETF

ETFs
-1.52K
- 1.24%
$89.63 - $100.83 $136K - $153K
121K $12M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.04K
- 3.69%
$517.38 - $573.86 $537K - $595K
27.1K $15.5M
Activity Summary
Buys All Purchases 58 New Holdings 12 Increased Positions 46 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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