Flagship Wealth Advisors, LLC Fidelity Enhanced Large Cap Core ETF Transaction History

Flagship Wealth Advisors, LLC

  • $265 Billion
  • Q2 2025
Number of Shares
142,783
Previous 84,485 69.0%
Holding current value
$4.92 Billion
Previous $2.64 Billion 86.89%
% of portfolio
1.86%
Previous 1.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
BUY
N/A
58,298 Added 69.0%
142,783 $4.92 Billion
Q1 2025

May 09, 2025
BUY
N/A
84,485 New
84,485 $2.64 Billion
Track This Portfolio

Track Flagship Wealth Advisors, LLC Portfolio

Follow Flagship Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email