Mark Sheptoff Financial Planning, LLC Etfis Ser Tr I Virtus Newfleet Transaction History
Mark Sheptoff Financial Planning, LLC
- $177 Million
- Q1 2025
A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Etfis Ser Tr I Virtus Newfleet stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 450 shares of NFLT stock, worth $10,062. This represents 0.01% of its overall portfolio holdings.
Number of Shares
450
Previous 450
-0.0%
Holding current value
$10,062
Previous $10,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding NFLT
# of Institutions
69Shares Held
9.9MCall Options Held
0Put Options Held
0-
Retirement Planning Group3.19MShares$71.4 Million4.76% of portfolio
-
Atomi Financial Group, Inc. Irvine, CA1.24MShares$27.8 Million1.28% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL780KShares$17.5 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ545KShares$12.2 Million0.03% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA540KShares$12.1 Million2.99% of portfolio