Triad Wealth Partners, LLC Etfis Ser Tr I Virtus Newfleet Call Options Transaction History

Triad Wealth Partners, LLC

$277 Billion
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding NFLT

# of Institutions

59

Shares Held

7.76M

Call Options Held

0

Put Options Held

0

Retirement Planning Group

1.54M
Shares

$34.9 Million
2.25% of portfolio
Atomi Financial Group, Inc. Irvine, CA

1.06M
Shares

$24.1 Million
1.21% of portfolio
Raymond James Financial Inc St. Petersburg, FL

698K
Shares

$15.8 Million
0.01% of portfolio
Strategic Planning Group, LLC Bountiful, UT

673K
Shares

$15.2 Million
2.78% of portfolio
Lpl Financial LLC Fort Mill, SC

463K
Shares

$10.5 Million
0.0% of portfolio

About ETFIS SER TR I VIRTUS NEWFLEET

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