Retirement Planning Group Etfis Ser Tr I Virtus Newfleet Call Options Transaction History
Retirement Planning Group
- $1.51 Billion
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding NFLT
# of Institutions
70Shares Held
10.2MCall Options Held
0Put Options Held
0-
Atomi Financial Group, Inc. Irvine, CA1.24MShares$28.3 Million1.28% of portfolio
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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
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Raymond James & Associates St Petersburg, FL431KShares$9.8 Million0.01% of portfolio