J.W. Cole Advisors, Inc. Etfis Ser Tr I Virtus Newfleet Transaction History

J.W. Cole Advisors, Inc.

$2.33 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 07, 2020	SELL	$21.2 - $25.12 $191,351 - $226,733	-9,026 Closed	0 $0
Q4 2019 Jan 23, 2020	BUY	$24.41 - $24.77 $220,324 - $223,574	9,026 New	9,026 $223,000

Others Institutions Holding NFLT

# of Institutions

55

Shares Held

6.49M

Call Options Held

0

Put Options Held

0

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

$12 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

431K
Shares

$9.76 Million
0.01% of portfolio

About ETFIS SER TR I VIRTUS NEWFLEET

Ticker NFLT
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