Fermata Advisors, LLC Etfis Ser Tr I Virtus Newfleet Transaction History
Fermata Advisors, LLC
- $495 Million
- Q1 2025
A detailed history of Fermata Advisors, LLC transactions in Etfis Ser Tr I Virtus Newfleet stock. As of the latest transaction made, Fermata Advisors, LLC holds 35,528 shares of NFLT stock, worth $794,761. This represents 0.16% of its overall portfolio holdings.
Number of Shares
35,528
Previous 39,027
8.97%
Holding current value
$794,761
Previous $876,000
8.56%
% of portfolio
0.16%
Previous 0.17%
Shares
5 transactions
Others Institutions Holding NFLT
# of Institutions
69Shares Held
9MCall Options Held
0Put Options Held
0-
Retirement Planning Group3.19MShares$71.4 Million4.76% of portfolio
-
Atomi Financial Group, Inc. Irvine, CA1.06MShares$23.8 Million1.21% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL698KShares$15.6 Million0.01% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA540KShares$12.1 Million2.99% of portfolio
-
Lpl Financial LLC Fort Mill, SC463KShares$10.3 Million0.0% of portfolio