New Insight Wealth Advisors VIRTUS ETF TR II Transaction History

New Insight Wealth Advisors

  • $266 Billion
  • Q3 2025
Number of Shares
237,737
Previous 227,144 4.66%
Holding current value
$5.86 Billion
Previous $5.7 Billion 2.98%
% of portfolio
2.21%
Previous 2.34%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
BUY
N/A
10,593 Added 4.66%
237,737 $5.86 Billion
Q2 2025

Jul 16, 2025
BUY
N/A
70,812 Added 45.3%
227,144 $5.7 Billion
Q1 2025

Apr 30, 2025
BUY
N/A
89,743 Added 134.77%
156,332 $3.71 Billion
Q4 2024

Feb 07, 2025
BUY
N/A
66,589 New
66,589 $1.62 Billion
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