Bank Plus Wealth Management LLC Etfis Ser Tr I Virtus Newfleet Transaction History
Bank Plus Wealth Management LLC
- $136 Billion
- Q1 2025
A detailed history of Bank Plus Wealth Management LLC transactions in Etfis Ser Tr I Virtus Newfleet stock. As of the latest transaction made, Bank Plus Wealth Management LLC holds 16,183 shares of NFLT stock, worth $362,013. This represents 0.27% of its overall portfolio holdings.
Number of Shares
16,183
Previous 16,040
0.89%
Holding current value
$362,013
Previous $360 Million
1.43%
% of portfolio
0.27%
Previous 0.27%
Shares
2 transactions
Others Institutions Holding NFLT
# of Institutions
69Shares Held
9MCall Options Held
0Put Options Held
0-
Retirement Planning Group3.19MShares$71.4 Million4.76% of portfolio
-
Atomi Financial Group, Inc. Irvine, CA1.06MShares$23.8 Million1.21% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL698KShares$15.6 Million0.01% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA540KShares$12.1 Million2.99% of portfolio
-
Lpl Financial LLC Fort Mill, SC463KShares$10.3 Million0.0% of portfolio