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| Name: |
Flagship Private Wealth LLC |
| City: |
WOBURN |
| State: |
MA |
| Zip: |
01801 |
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data |
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Filing Period: |
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| Holdings
Found :
11 |
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Unchanged Positions |
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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 |
|
GLD |
streetTRACKS Gold Trust |
28 |
- |
$218.71 |
$1,066,000 |
5,182 |
0.69% |
75,000 |
0 |
0.001 |
Closed - End Fund - E... |
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IVW |
ishares tr S&P 500 BARRA GR |
33 |
- |
$84.71 |
$965,000 |
11,428 |
0.62% |
107,000 |
0 |
0.002 |
Closed - End Fund - E... |
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IT |
Gartner Inc |
40 |
- |
$439.27 |
$836,000 |
1,753 |
0.54% |
45,000 |
0 |
0.002 |
Management Services |
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ACIM |
Spdr Msci Acwi Imi |
42 |
- |
$59.74 |
$816,000 |
13,680 |
0.53% |
59,000 |
0 |
0.13 |
N/A |
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IVE |
iShares S&P 500/BARRA Value |
47 |
- |
$184.22 |
$651,000 |
3,483 |
0.42% |
45,000 |
0 |
0.002 |
Closed - End Fund - E... |
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VPU |
Vanguard Utilities VIPERS |
60 |
- |
$154.59 |
$393,000 |
2,756 |
0.25% |
15,000 |
0 |
0.009 |
Closed - End Fund - E... |
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IWF |
iShares Russell 1000 Growth |
62 |
- |
$336.67 |
$388,000 |
1,150 |
0.25% |
39,000 |
0 |
0 |
Closed - End Fund - E... |
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ADSK |
Autodesk Inc |
80 |
- |
$217.77 |
$240,000 |
920 |
0.15% |
16,000 |
0 |
0 |
Technical & System So... |
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GS |
Goldman Sachs Group Inc |
82 |
- |
$454.73 |
$227,000 |
545 |
0.15% |
17,000 |
0 |
0 |
Investment Brokerage ... |
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QSI |
Highcape Capital Acquisitio... |
88 |
- |
$1.70 |
$28,000 |
14,158 |
0.02% |
0 |
0 |
0.012 |
N/A |
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BFLY |
Butterfly Network Ord Shs C... |
89 |
- |
$1.02 |
$13,000 |
11,653 |
0.01% |
0 |
0 |
0.006 |
N/A |
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