Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$92,039.34
% of Total Estimate Gain
0.61%

STRATEGIC PLANNING GROUP, LLC's Virtus Newfleet Multi-Sector Unconstrained Bond ETF Holding Summary

As of 2025-03-31, STRATEGIC PLANNING GROUP, LLC held - shares of Virtus Newfleet Multi-Sector Unconstrained Bond ETF(NFLT), totaling N/A. This investment constitutes 0% of their stock portfolio, and STRATEGIC PLANNING GROUP, LLC now holds 0% of the outstanding Virtus Newfleet Multi-Sector Unconstrained Bond ETF(NFLT) stock.

The initial trade took place in 2024Q2. And since then STRATEGIC PLANNING GROUP, LLC has made 3 purchases of NFLT, at an average price of $22.46, for a total of 672,968.00 shares. In addition, there have been 1 sales at an average price of $22.60 for 672,968.00 shares. Based on historical transaction data and NFLT's current price of $22.74, STRATEGIC PLANNING GROUP, LLC's estimated gain on his NFLT holdings is $92,039.34, reflecting a 0.61% gain to date.

STRATEGIC PLANNING GROUP, LLC NFLT ($22.74) Holding Chart

STRATEGIC PLANNING GROUP, LLC NFLT ($22.74) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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