Flagship Private Wealth, LLC Purchases in Q3 2024

Flagship Private Wealth, LLC

  • $193 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SHY
Ishares Barclays 1 3 Year Trea

ETFs
47.9K
+ 666.94%
$81.31 - $83.29 $3.9M - $3.99M
55.1K $4.58M
QUAL
Ishares Msci Usa Quality Facto

ETFs
14.5K
+ 51.53%
$162.64 - $179.3 $2.35M - $2.59M
42.6K $7.63M
IVV
Ishares Core S&P 500 ETF

ETFs
2.69K
+ 7.36%
$520.18 - $576.82 $1.4M - $1.55M
39.3K $22.7M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
13.8K
+ 12.07%
$83.76 - $91.82 $1.16M - $1.27M
128K $11.7M
LQD
Ishares Iboxx $ Investment Gra

ETFs
16.6K
+ 81.16%
$106.11 - $113.72 $1.76M - $1.89M
37.1K $4.19M
TLT
Ishares Barclays 20+ Year Trea

ETFs
19.4K
New
$89.91 - $101.33 $1.74M - $1.96M
19.4K $1.9M
IEF
Ishares Barclays

ETFs
13.2K
New
$92.67 - $99.14 $1.22M - $1.31M
13.2K $1.3M
PINK
Simplify Exchange Traded Fds S

ETFs
27K
New
$30.71 - $33.23 $828K - $896K
27K $885K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.93K
+ 9.31%
$57.32 - $62.65 $455K - $497K
93.1K $5.8M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
2.34K
+ 51.64%
$256.4 - $289.78 $601K - $679K
6.88K $1.95M
GLD
Spdr Gold Trust

ETFs
2.23K
+ 36.31%
$215.56 - $246.98 $481K - $551K
8.38K $2.04M
PDI
Pimco Dynamic Income Fund

Financial Services
27.5K
+ 50.77%
$18.7 - $20.25 $514K - $556K
81.5K $1.65M
QQQ
Invesco Qqq Trust, Series 1

ETFs
964
+ 8.61%
$434.77 - $502.96 $419K - $485K
12.2K $5.94M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
3.97K
+ 51.6%
$97.19 - $109.09 $385K - $433K
11.7K $1.26M
XLU
Utilities Sector Spdr

ETFs
5.66K
New
$67.67 - $80.78 $383K - $457K
5.66K $457K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.27K
+ 3.08%
$113.41 - $125.62 $144K - $159K
42.4K $5.33M
FXI
Ishares Tr

ETFs
8.2K
+ 42.1%
$24.78 - $32.17 $203K - $264K
27.7K $879K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
3.98K
New
$85.03 - $94.56 $338K - $376K
3.98K $370K
XLP
Consumer Staples Sector Spdr

ETFs
4.72K
New
$76.04 - $76.04 $359K - $359K
4.72K $358K
IWM
Ishares Russell 2000 ETF

ETFs
1.42K
+ 83.01%
$200.87 - $224.6 $285K - $318K
3.12K $690K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.03K
+ 24.69%
$105.53 - $118.34 $215K - $241K
10.3K $1.2M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.25K
+ 4.61%
$116.79 - $133.54 $146K - $167K
28.4K $3.75M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
3.15K
New
$81.1 - $89.18 $256K - $281K
3.15K $276K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
4.17K
New
$60.1 - $66.57 $251K - $278K
4.17K $276K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
5.64K
+ 65.73%
$33.89 - $41.64 $191K - $235K
14.2K $565K
IWF
Ishares Russell 1000 Gr ETF

ETFs
683
+ 58.18%
$332.02 - $382.76 $227K - $261K
1.86K $697K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.12K
New
$58.03 - $65.37 $239K - $269K
4.12K $266K
SUB
Ishares Short Term National Mu

ETFs
2.37K
New
$104.3 - $106.3 $247K - $252K
2.37K $251K
SHV
Ishares Tr

ETFs
2.13K
+ 29.68%
$110.05 - $110.63 $234K - $236K
9.31K $1.03M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2.26K
+ 21.91%
$64.57 - $71.76 $146K - $162K
12.5K $900K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.02K
+ 24.57%
$178.94 - $207.0 $183K - $211K
5.18K $1.04M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
411
New
$475.2 - $527.7 $195K - $217K
411 $216K
JPM
Jpmorgan Chase & CO

Financial Services
983
New
$194.9 - $224.8 $192K - $221K
983 $207K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.92K
+ 7.51%
$48.51 - $52.86 $92.9K - $101K
27.4K $1.45M
XLE
Energy Sector Spdr

ETFs
2.26K
+ 39.95%
$84.35 - $93.39 $191K - $211K
7.92K $695K
VGT
Vanguard Information Technolog

ETFs
89
+ 0.81%
$514.43 - $606.85 $45.8K - $54K
11.1K $6.52M
PCT
Pure Cycle Technologies, Inc.

Industrials
8.63K
+ 59.26%
$4.69 - $10.17 $40.5K - $87.7K
23.2K $220K
MGK
Vanguard Mega Cap Growth ETF

ETFs
94
+ 0.81%
$285.48 - $330.24 $26.8K - $31K
11.8K $3.79M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
97
+ 1.58%
$151.63 - $169.74 $14.7K - $16.5K
6.26K $1.06M
SPYG
Spdr Portfolio

ETFs
1.13K
+ 31.76%
$73.38 - $84.1 $82.7K - $94.8K
4.68K $387K
EOSE
Eos Energy Enterprises, Inc.

Industrials
22K
+ 204.35%
$1.41 - $2.97 $31K - $65.3K
32.8K $97K
MUB
Ishares National Muni Bond ETF

ETFs
501
+ 4.7%
$106.13 - $108.7 $53.2K - $54.5K
11.2K $1.21M
IVE
Ishares S&P 500 Value ETF

ETFs
83
+ 2.39%
$181.06 - $197.17 $15K - $16.4K
3.56K $701K
IWP
Ishares Russell Mid Cap Growth

ETFs
239
+ 4.97%
$103.87 - $117.59 $24.8K - $28.1K
5.05K $591K
SPMD
Spdr Portfolio

ETFs
238
+ 2.84%
$50.29 - $54.92 $12K - $13.1K
8.61K $470K
MUI
Blackrock Municipal Income Fund, Inc.

Financial Services
163
+ 0.09%
$12.25 - $12.54 $2K - $2.04K
175K $2.2M
IBB
Ishares Biotechnology ETF

ETFs
20
+ 0.6%
$135.09 - $149.47 $2.7K - $2.99K
3.38K $492K
IWB
Ishares Tr Russell 1000 ETF

ETFs
3
+ 0.18%
$283.28 - $314.39 $850 - $943
1.65K $519K
DVY
Ishares Tr

ETFs
17
+ 0.96%
$119.99 - $135.74 $2.04K - $2.31K
1.79K $242K
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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