Atlas Private Wealth Advisors Etfis Ser Tr I Virtus Newfleet Transaction History

Atlas Private Wealth Advisors

$680 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Apr 21, 2022	SELL	$24.96 - $25.37 $16,598 - $16,871	-665 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$21.61 - $24.34 $14,370 - $16,186	665 New	665 $16,000

Others Institutions Holding NFLT

# of Institutions

55

Shares Held

6.48M

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

675K
Shares

$15.3 Million
0.97% of portfolio
Strategic Planning Group, LLC Bountiful, UT

641K
Shares

$14.5 Million
2.91% of portfolio
Lpl Financial LLC Fort Mill, SC

528K
Shares

$11.9 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

431K
Shares

$9.75 Million
0.01% of portfolio

About ETFIS SER TR I VIRTUS NEWFLEET

Ticker NFLT
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