Strategic Planning Group, LLC Etfis Ser Tr I Virtus Newfleet Transaction History
Strategic Planning Group, LLC
- $507 Billion
- Q3 2024
A detailed history of Strategic Planning Group, LLC transactions in Etfis Ser Tr I Virtus Newfleet stock. As of the latest transaction made, Strategic Planning Group, LLC holds 640,724 shares of NFLT stock, worth $14.5 Million. This represents 2.91% of its overall portfolio holdings.
Number of Shares
640,724
Previous 428,138
49.65%
Holding current value
$14.5 Million
Previous $9.56 Billion
54.62%
% of portfolio
2.91%
Previous 2.09%
Shares
2 transactions
Others Institutions Holding NFLT
# of Institutions
54Shares Held
5.71MCall Options Held
0Put Options Held
0-
Retirement Planning Group1.54MShares$35 Million2.25% of portfolio
-
Atomi Financial Group, Inc. Irvine, CA675KShares$15.3 Million0.97% of portfolio
-
Raymond James & Associates St Petersburg, FL431KShares$9.76 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ284KShares$6.45 Million0.02% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA254KShares$5.76 Million1.46% of portfolio