Elwood & Goetz Wealth Advisory Group, LLC Etfis Ser Tr I Virtus Newfleet Transaction History

Elwood & Goetz Wealth Advisory Group, LLC

$408 Million
Q1 2025

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 539,959 shares of NFLT stock, worth $12.2 Million. This represents 2.99% of its overall portfolio holdings.

Number of Shares

539,959

Previous 423,840 27.4%

Holding current value

$12.2 Million

Previous $9.52 Million 28.07%

% of portfolio

2.99%

Previous 2.33%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$22.31 - $22.79 $2.59 Million - $2.65 Million	116,119 Added 27.4%	539,959 $12.2 Million
Q4 2024 Feb 03, 2025	BUY	$22.43 - $23.09 $3.81 Million - $3.92 Million	169,888 Added 66.9%	423,840 $9.52 Million
Q3 2024 Oct 23, 2024	BUY	$22.21 - $23.14 $49,084 - $51,139	2,210 Added 0.88%	253,952 $5.86 Million
Q2 2024 Jul 30, 2024	BUY	$21.99 - $22.55 $5.27 Million - $5.4 Million	239,642 Added 1980.51%	251,742 $5.62 Million
Q1 2024 Apr 22, 2024	BUY	$22.23 - $22.61 $268,983 - $273,581	12,100 New	12,100 $271,000

Others Institutions Holding NFLT

# of Institutions

Shares Held

9.9M

Call Options Held

Put Options Held

View Full List

About ETFIS SER TR I VIRTUS NEWFLEET

Ticker NFLT
Sector ETFs
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Elwood & Goetz Wealth Advisory Group, LLC Etfis Ser Tr I Virtus Newfleet Transaction History