STRATEGIC PLANNING GROUP LLC 13D/13G Filings for Virtus Newfleet Multi-Sector Bond ETF (NFLT)

STRATEGIC PLANNING GROUP LLC 13D and 13G filings for Virtus Newfleet Multi-Sector Bond ETF:

  • Schedule 13D must be filed within ten days after a person or an organization acquires beneficial ownership of more than 5% of a voting class of a company's equity securities.
  • Shares have been adjusted for stock splits.
Time period
Reported
DateTime
Transaction
Date
Type Company
Symbol
Filed By
Symbol
Shares Owned
% Owned
Shares Vs. Prev Report View
2025-02-05
5:38 pm
Purchase
2024-12-31 13G Virtus Newfleet Multi-Sector Bond ETF
NFLT
STRATEGIC PLANNING GROUP LLC 672,968
6.500%
32,244increase
(+5.03%)
Filing
2024-11-06
5:50 pm
Purchase
2024-09-30 13G Virtus Newfleet Multi-Sector Bond ETF
NFLT
STRATEGIC PLANNING GROUP LLC 640,724
8.500%
640,724increase
(New Position)
Filing