Comprehensive Wealth Management, LLC Etfis Ser Tr I Virtus Newfleet Transaction History

Comprehensive Wealth Management, LLC

  • $131 Million
  • Q4 2024

A detailed history of Comprehensive Wealth Management, LLC transactions in Etfis Ser Tr I Virtus Newfleet stock. As of the latest transaction made, Comprehensive Wealth Management, LLC holds 56,410 shares of NFLT stock, worth $1.28 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares
56,410
Previous 18,635 202.71%
Holding current value
$1.28 Million
Previous $429,000 195.1%
% of portfolio
0.97%
Previous 0.28%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$22.43 - $23.09 $847,293 - $872,224
37,775 Added 202.71%
56,410 $1.27 Million
Q3 2024

Nov 06, 2024
BUY
$22.21 - $23.14 $9,394 - $9,788
423 Added 2.32%
18,635 $429,000
Q2 2024

Aug 13, 2024
BUY
$21.99 - $22.55 $400,481 - $410,680
18,212 New
18,212 $406,000
Q3 2022

Jan 12, 2024
SELL
$21.4 - $22.76 $411,051 - $437,174
-19,208 Closed
0 $0
Q2 2022

Jan 12, 2024
BUY
$22.05 - $23.93 $9,106 - $9,883
413 Added 2.2%
19,208 $423,000
Q1 2022

Jan 12, 2024
BUY
$23.69 - $25.07 $445,253 - $471,190
18,795 New
18,795 $448,000

Others Institutions Holding NFLT

# of Institutions
66
Shares Held
8.95M
Call Options Held
0
Put Options Held
0
View Full List

About ETFIS SER TR I VIRTUS NEWFLEET

NFLT Quotes by TradingView
  • Ticker NFLT
  • Sector ETFs
  • Industry ETFs
More about NFLT
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