LWA
FLG

Lineweaver Wealth Advisors’s Flagstar Bank National Association FLG Stock Holding History

Lineweaver Wealth Advisors’s Portfolio FLG Stock Details FLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-5,593
Closed -$172K – 134
2023
Q4 		$172K Sell
5,593
-526
-9% -$15.8K 0.04% 124
2023
Q3 		$208K Buy
6,119
+601
+11% +$21.7K 0.06% 127
2023
Q2 		$186K Buy
5,518
+625
+13% +$19K 0.05% 117
2023
Q1 		$133K Buy
4,893
+363
+8% +$9.82K 0.04% 127
2022
Q4 		$117K Buy
4,530
+22
+0.5% +$589 0.04% 121
2022
Q3 		$115K Buy
+4,508
New +$132K 0.04% 124

Other funds holding FLG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $16.6B AUM 30.2% 1-Year Est. Return
RCP
Reverence Capital Partners New York $474M AUM 13.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return