Comprehensive Wealth Management, LLC Etfis Ser Tr I Virtus Newfleet Transaction History
Comprehensive Wealth Management, LLC
- $151 Million
- Q3 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 18,635 shares of NFLT stock, worth $424,318. This represents 0.28% of its overall portfolio holdings.
Number of Shares
18,635
Previous 18,212
2.32%
Holding current value
$424,318
Previous $406,000
5.67%
% of portfolio
0.28%
Previous 0.3%
Shares
5 transactions
Others Institutions Holding NFLT
# of Institutions
55Shares Held
6.49MCall Options Held
0Put Options Held
0-
Retirement Planning Group1.54MShares$35.1 Million2.25% of portfolio
-
Atomi Financial Group, Inc. Irvine, CA675KShares$15.4 Million0.97% of portfolio
-
Strategic Planning Group, LLC Bountiful, UT641KShares$14.6 Million2.91% of portfolio
-
Lpl Financial LLC Fort Mill, SC528KShares$12 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL431KShares$9.8 Million0.01% of portfolio