Elwood & Goetz Wealth Advisory Group, LLC Etfis Ser Tr I Virtus Newfleet Transaction History
Elwood & Goetz Wealth Advisory Group, LLC
- $402 Million
- Q3 2024
A detailed history of Elwood & Goetz Wealth Advisory Group, LLC transactions in Etfis Ser Tr I Virtus Newfleet stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 253,952 shares of NFLT stock, worth $5.74 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
253,952
Previous 251,742
0.88%
Holding current value
$5.74 Million
Previous $5.62 Million
4.24%
% of portfolio
1.46%
Previous 1.6%
Shares
3 transactions
Others Institutions Holding NFLT
# of Institutions
56Shares Held
6.83MCall Options Held
0Put Options Held
0-
Retirement Planning Group1.54MShares$34.8 Million2.25% of portfolio
-
Atomi Financial Group, Inc. Irvine, CA1.06MShares$24.1 Million1.21% of portfolio
-
Strategic Planning Group, LLC Bountiful, UT641KShares$14.5 Million2.91% of portfolio
-
Lpl Financial LLC Fort Mill, SC528KShares$11.9 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL431KShares$9.73 Million0.01% of portfolio