Global Wealth Management Investment Advisory, Inc. Etfis Ser Tr I Virtus Newfleet Transaction History

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 17, 2021	SELL	$25.01 - $25.74 $3,401 - $3,500	-136 Closed	0 $0
Q3 2020 Nov 16, 2020	SELL	$24.09 - $24.93 $7,347 - $7,603	-305 Reduced 69.16%	136 $3,000
Q2 2020 Aug 12, 2020	SELL	$21.61 - $24.34 $13,117 - $14,774	-607 Reduced 57.92%	441 $11,000
Q1 2020 May 14, 2020	SELL	$21.2 - $25.12 $24,486 - $29,013	-1,155 Reduced 52.43%	1,048 $23,000
Q3 2019 Nov 14, 2019	SELL	$24.41 - $24.62 $20,235 - $20,409	-829 Reduced 27.34%	2,203 $54,000
Q2 2019 Aug 20, 2019	SELL	$24.13 - $24.46 $432,626 - $438,543	-17,929 Reduced 85.54%	3,032 $74,000
Q1 2019 May 10, 2019	SELL	$23.37 - $24.17 $553,261 - $572,200	-23,674 Reduced 53.04%	20,961 $507,000
Q4 2018 Feb 14, 2019	BUY	$23.27 - $24.18 $1.04 Million - $1.08 Million	44,635 New	44,635 $1.05 Million

Others Institutions Holding NFLT

# of Institutions

Shares Held

6.48M

Call Options Held

Put Options Held

Retirement Planning Group

1.54M
Shares

$34.9 Million
2.25% of portfolio
Atomi Financial Group, Inc. Irvine, CA

675K
Shares

$15.3 Million
0.97% of portfolio
Strategic Planning Group, LLC Bountiful, UT

641K
Shares

$14.5 Million
2.91% of portfolio
Lpl Financial LLC Fort Mill, SC

528K
Shares

$11.9 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

431K
Shares

$9.75 Million
0.01% of portfolio

View Full List

About ETFIS SER TR I VIRTUS NEWFLEET

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