FLAGSHIP WEALTH ADVISORS, LLC
Position in PRTA — Prothena Corp Public Ltd Co
CIK 2036117
WAKEFIELD, MA
Position in PRTA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$14,685
+$360 QoQ
Shares Held
1,500
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#23
of 39 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PRTA Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026FLAGSHIP WEALTH ADVISORS, LLC holds $80,240 across 9 Biotechnology names. PRTA ranks #2 (18.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BEAM |
Beam Therapeutics Inc.
|
850 | $29,172 | |
| 2 | PRTA |
Prothena Corp Public Ltd Co
This page
|
1,500 | $14,685 | |
| 3 | MRNA |
Moderna, Inc.
|
185 | $12,955 | |
| 4 | CRSP |
CRISPR Therapeutics AG
|
200 | $10,908 | |
| 5 | XENE |
Xenon Pharmaceuticals Inc.
|
100 | $6,036 | |
| 6 | QURE |
uniQure N.V.
|
100 | $4,606 | |
| 7 | NVAX |
Novavax Inc
|
100 | $942 | |
| 8 | RVMD |
Revolution Medicines, Inc.
|
5 | $936 |
All Filings in PRTA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,685 | 1,500 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $14,325 | 1,500 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $14,640 | 1,500 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $9,105 | 1,500 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||