Fermata Advisors, LLC Etfis Ser Tr I Virtus Newfleet Transaction History
Fermata Advisors, LLC
- $335 Million
- Q2 2025
Shares
5 transactions
Others Institutions Holding NFLT
# of Institutions
70Shares Held
10.2MCall Options Held
0Put Options Held
0-
Retirement Planning Group3.19MShares$72.5 Million4.76% of portfolio
-
Atomi Financial Group, Inc. Irvine, CA1.24MShares$28.3 Million1.28% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL780KShares$17.7 Million0.01% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA622KShares$14.1 Million3.1% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ545KShares$12.4 Million0.03% of portfolio