Wealth Management Resources, Inc. Etfis Ser Tr I Virtus Newfleet Transaction History
Wealth Management Resources, Inc.
- $250 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding NFLT
# of Institutions
55Shares Held
6.48MCall Options Held
0Put Options Held
0-
Retirement Planning Group1.54MShares$34.9 Million2.25% of portfolio
-
Atomi Financial Group, Inc. Irvine, CA675KShares$15.3 Million0.97% of portfolio
-
Strategic Planning Group, LLC Bountiful, UT641KShares$14.5 Million2.91% of portfolio
-
Lpl Financial LLC Fort Mill, SC528KShares$11.9 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL431KShares$9.75 Million0.01% of portfolio