Balance Wealth, LLC Etfis Ser Tr I Virtus Newfleet Transaction History

Balance Wealth, LLC

$154 Billion
Q1 2025

A detailed history of Balance Wealth, LLC transactions in Etfis Ser Tr I Virtus Newfleet stock. As of the latest transaction made, Balance Wealth, LLC holds 39,085 shares of NFLT stock, worth $881,757. This represents 0.57% of its overall portfolio holdings.

Number of Shares

39,085

Holding current value

$881,757

% of portfolio

0.57%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 23, 2025	BUY	$22.31 - $22.79 $871,986 - $890,747	39,085 New	39,085 $882 Million

Others Institutions Holding NFLT

# of Institutions

Shares Held

9.9M

Call Options Held

Put Options Held

Retirement Planning Group

3.19M
Shares

$72 Million
4.76% of portfolio
Atomi Financial Group, Inc. Irvine, CA

1.24M
Shares

$28.1 Million
1.28% of portfolio
Raymond James Financial Inc St. Petersburg, FL

780K
Shares

$17.6 Million
0.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

545K
Shares

$12.3 Million
0.03% of portfolio
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA

540K
Shares

$12.2 Million
2.99% of portfolio

View Full List

About ETFIS SER TR I VIRTUS NEWFLEET

Ticker NFLT
Sector ETFs
Industry ETFs

More about NFLT

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