Elwood & Goetz Wealth Advisory Group, LLC Etfis Ser Tr I Virtus Newfleet Transaction History
Elwood & Goetz Wealth Advisory Group, LLC
- $351 Million
- Q2 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 251,742 shares of NFLT stock, worth $5.82 Million. This represents 1.6% of its overall portfolio holdings.
Number of Shares
251,742
Previous 12,100
1980.51%
Holding current value
$5.82 Million
Previous $271,000
1973.06%
% of portfolio
1.6%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding NFLT
# of Institutions
54Shares Held
4.42MCall Options Held
0Put Options Held
0-
Retirement Planning Group722KShares$16.7 Million1.15% of portfolio
-
Atomi Financial Group, Inc. Irvine, CA511KShares$11.8 Million0.84% of portfolio
-
Strategic Planning Group, LLC Bountiful, UT428KShares$9.89 Million2.09% of portfolio
-
Raymond James & Associates St Petersburg, FL400KShares$9.23 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ284KShares$6.57 Million0.02% of portfolio