Ever Source Wealth Advisors, LLC Etfis Ser Tr I Virtus Newfleet Transaction History

Ever Source Wealth Advisors, LLC

$1.66 Billion
Q1 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Etfis Ser Tr I Virtus Newfleet stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 28,021 shares of NFLT stock, worth $633,835. This represents 0.04% of its overall portfolio holdings.

Number of Shares

28,021

Previous 9,514 194.52%

Holding current value

$633,835

Previous $213,000 196.71%

% of portfolio

0.04%

Previous 0.01%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$22.31 - $22.79 $412,891 - $421,774	18,507 Added 194.52%	28,021 $632,000
Q4 2024 Feb 07, 2025	BUY	$22.43 - $23.09 $116,321 - $119,744	5,186 Added 119.82%	9,514 $213,000
Q3 2024 Nov 08, 2024	BUY	$22.21 - $23.14 $999 - $1,041	45 Added 1.05%	4,328 $99,000
Q2 2024 Aug 13, 2024	BUY	$21.99 - $22.55 $92,094 - $94,439	4,188 Added 4408.42%	4,283 $95,000
Q1 2024 Jun 11, 2024	BUY	$22.23 - $22.61 $2,111 - $2,147	95 New	95 $2,000

Others Institutions Holding NFLT

# of Institutions

Shares Held

9.9M

Call Options Held

Put Options Held

View Full List

About ETFIS SER TR I VIRTUS NEWFLEET

Ticker NFLT
Sector ETFs
Industry ETFs

More about NFLT

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Ever Source Wealth Advisors, LLC Etfis Ser Tr I Virtus Newfleet Transaction History