Global Wealth Strategies & Associates Etfis Ser Tr I Virtus Newfleet Transaction History

Global Wealth Strategies & Associates

$389 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 02, 2025	BUY	$22.31 - $22.79 $16,910 - $17,274	758 New	758 $17.1 Million

Others Institutions Holding NFLT

# of Institutions

66

Shares Held

10.7M

Call Options Held

0

Put Options Held

0

Retirement Planning Group

3.66M
Shares

$84.4 Million
4.14% of portfolio
Atomi Financial Group, Inc. Irvine, CA

1.4M
Shares

$32.2 Million
1.2% of portfolio
Raymond James Financial Inc St. Petersburg, FL

743K
Shares

$17.2 Million
0.01% of portfolio
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA

625K
Shares

$14.4 Million
2.92% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

563K
Shares

$13 Million
0.02% of portfolio

About ETFIS SER TR I VIRTUS NEWFLEET

Ticker NFLT
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