Flagship Wealth Advisors, LLC JPMorgan Equity Focus ETF Transaction History

Flagship Wealth Advisors, LLC

  • $303 Billion
  • Q3 2025
Number of Shares
37,623
Previous 37,652 0.08%
Holding current value
$2.79 Billion
Previous $2.64 Billion 5.55%
% of portfolio
0.92%
Previous 1.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
SELL
N/A
-29 Reduced 0.08%
37,623 $2.79 Billion
Q2 2025

Aug 07, 2025
BUY
N/A
133 Added 0.35%
37,652 $2.64 Billion
Q1 2025

May 09, 2025
BUY
N/A
37,519 New
37,519 $2.39 Billion
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