Global Financial Private Client, LLC Etfis Ser Tr I Virtus Newfleet Transaction History
Global Financial Private Client, LLC
- $267 Billion
- Q2 2025
Shares
6 transactions
Others Institutions Holding NFLT
# of Institutions
69Shares Held
10.2MCall Options Held
0Put Options Held
0-
Retirement Planning Group3.36MShares$77.2 Million4.69% of portfolio
-
Atomi Financial Group, Inc. Irvine, CA1.4MShares$32 Million1.2% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL743KShares$17.1 Million0.01% of portfolio
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Elwood & Goetz Wealth Advisory Group, LLC Athens, GA622KShares$14.3 Million3.1% of portfolio
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Lpl Financial LLC Fort Mill, SC490KShares$11.3 Million0.0% of portfolio