Wj Wealth Management, LLC Etfis Ser Tr I Virtus Newfleet Transaction History
Wj Wealth Management, LLC
- $267 Million
- Q4 2024
A detailed history of Wj Wealth Management, LLC transactions in Etfis Ser Tr I Virtus Newfleet stock. As of the latest transaction made, Wj Wealth Management, LLC holds 154,229 shares of NFLT stock, worth $3.5 Million. This represents 1.29% of its overall portfolio holdings.
Number of Shares
154,229
Previous 310,160
50.27%
Holding current value
$3.5 Million
Previous $7.15 Million
51.59%
% of portfolio
1.29%
Previous 2.67%
Shares
2 transactions
Others Institutions Holding NFLT
# of Institutions
56Shares Held
7.02MCall Options Held
0Put Options Held
0-
Retirement Planning Group1.54MShares$35 Million2.25% of portfolio
-
Atomi Financial Group, Inc. Irvine, CA1.06MShares$24.2 Million1.21% of portfolio
-
Strategic Planning Group, LLC Bountiful, UT673KShares$15.3 Million2.78% of portfolio
-
Lpl Financial LLC Fort Mill, SC528KShares$12 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL431KShares$9.77 Million0.01% of portfolio