Flagship Private Wealth, LLC Spdr Ser Tr S&P 1500 Momentum Transaction History

Flagship Private Wealth, LLC

$154 Million
Q1 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 20, 2021	SELL	N/A	-43 Closed	0 $0
Q2 2021 Jul 09, 2021	SELL	N/A	-7,821 Reduced 99.45%	43 $7.86 Million
Q2 2021 Jul 09, 2021	BUY	N/A	7,821 Added 18188.37%	7,864 $0
Q4 2020 Feb 02, 2021	BUY	N/A	43 New	43 $0

Others Institutions Holding MMTM

# of Institutions

35

Shares Held

218K

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

69.2K
Shares

$16.9 Million
0.01% of portfolio
Baltimore Washington Financial Advisors, Inc.

40.6K
Shares

$9.93 Million
0.6% of portfolio
Professional Financial Advisors, LLC

16.9K
Shares

$4.13 Million
1.13% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

15.2K
Shares

$3.73 Million
0.01% of portfolio
Steward Partners Investment Advisory, LLC

14.1K
Shares

$3.45 Million
0.04% of portfolio

About SPDR SER TR S&P 1500 MOMENTUM

Ticker MMTM
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