Strategic Planning Group, LLC Etfis Ser Tr I Virtus Newfleet Call Options Transaction History
Strategic Planning Group, LLC
- $507 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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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
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Atomi Financial Group, Inc. Irvine, CA675KShares$15.3 Million0.97% of portfolio
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Raymond James & Associates St Petersburg, FL431KShares$9.76 Million0.01% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ284KShares$6.45 Million0.02% of portfolio
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Elwood & Goetz Wealth Advisory Group, LLC Athens, GA254KShares$5.76 Million1.46% of portfolio