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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

BUY
$22.21 - $23.14 $4.72 Million - $4.92 Million
212,586 Added 49.65%
640,724 $14.8 Billion
Q2 2024

Aug 02, 2024

BUY
$21.99 - $22.55 $9.41 Million - $9.65 Million
428,138 New
428,138 $9.56 Billion

Others Institutions Holding NFLT

About ETFIS SER TR I VIRTUS NEWFLEET


  • Ticker NFLT
  • Sector ETFs
  • Industry ETFs
More about NFLT
Track This Portfolio

Track Strategic Planning Group, LLC Portfolio

Follow Strategic Planning Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Planning Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Planning Group, LLC with notifications on news.