Heritage Wealth Architects, Inc. Etfis Ser Tr I Virtus Newfleet Transaction History
Heritage Wealth Architects, Inc.
- $136 Billion
- Q2 2025
A detailed history of Heritage Wealth Architects, Inc. transactions in Etfis Ser Tr I Virtus Newfleet stock. As of the latest transaction made, Heritage Wealth Architects, Inc. holds 30,997 shares of NFLT stock, worth $705,801. This represents 0.52% of its overall portfolio holdings.
Number of Shares
30,997
Previous 31,580
1.85%
Holding current value
$705,801
Previous $713 Million
0.72%
% of portfolio
0.52%
Previous 0.69%
Shares
2 transactions
Others Institutions Holding NFLT
# of Institutions
68Shares Held
9.98MCall Options Held
0Put Options Held
0-
Retirement Planning Group3.19MShares$72.7 Million4.76% of portfolio
-
Atomi Financial Group, Inc. Irvine, CA1.24MShares$28.3 Million1.28% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL780KShares$17.8 Million0.01% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA622KShares$14.2 Million3.1% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ545KShares$12.4 Million0.03% of portfolio