Global Financial Private Client, LLC Etfis Ser Tr I Virtus Newfleet Transaction History
Global Financial Private Client, LLC
- $267 Billion
- Q2 2025
Shares
6 transactions
Others Institutions Holding NFLT
# of Institutions
70Shares Held
10.4MCall Options Held
0Put Options Held
0-
Retirement Planning Group3.36MShares$76.7 Million4.69% of portfolio
-
Atomi Financial Group, Inc. Irvine, CA1.24MShares$28.4 Million1.28% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL780KShares$17.8 Million0.01% of portfolio
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Elwood & Goetz Wealth Advisory Group, LLC Athens, GA622KShares$14.2 Million3.1% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ545KShares$12.4 Million0.03% of portfolio