Number of Shares
104,829
Previous 100,781 4.02%
Holding current value
$4.24 Billion
Previous $3.46 Billion 22.58%
% of portfolio
1.6%
Previous 1.46%

Shares

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

Aug 07, 2025

BUY
N/A
4,048 Added 4.02%
104,829 $4.24 Billion
Q1 2025

May 09, 2025

BUY
N/A
100,781 New
100,781 $3.46 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.