Wj Wealth Management, LLC Etfis Ser Tr I Virtus Newfleet Transaction History
Wj Wealth Management, LLC
- $245 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding NFLT
# of Institutions
69Shares Held
9.9MCall Options Held
0Put Options Held
0-
Retirement Planning Group3.19MShares$72 Million4.76% of portfolio
-
Atomi Financial Group, Inc. Irvine, CA1.24MShares$28.1 Million1.28% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL780KShares$17.6 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ545KShares$12.3 Million0.03% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA540KShares$12.2 Million2.99% of portfolio