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  Name: Flagship Private Wealth LLC
  City: WOBURN
  State: MA
  Zip: 01801
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $154,982,000
  Total Value Change : $25,128,000
  Securities Held Change : 9
   
All Securities Held : 89
  New Positions : 12
  Closed Positions : 3
  Increased Positions : 38
  Unchanged Positions : 11
  Decreased Positions : 28

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 3     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (TLO)1 Year Chart         TLO Talon Metals Corp 92 Closed $26.74 $0 0 0% -200,000 -6,906 0    Closed - End Fund - E...
   (ITE)1 Year Chart         ITE Spdr Brcly Cap Intrmd Trm 91 Closed $27.73 $0 0 0% -228,000 -7,984 0    Closed - End Fund - E...
   (TWOK)1 Year Chart         TWOK Spdr Russell 2000 90 Closed $42.46 $0 0 0% -510,000 -12,086 0    N/A

      3 Records Found
  1    
Page 1 of 1
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