Peak Financial Management, Inc. Etfis Ser Tr I Virtus Newfleet Transaction History

Peak Financial Management, Inc.

  • $359 Million
  • Q3 2025

A detailed history of Peak Financial Management, Inc. transactions in Etfis Ser Tr I Virtus Newfleet stock. As of the latest transaction made, Peak Financial Management, Inc. holds 480,606 shares of NFLT stock, worth $11.1 Million. This represents 3.09% of its overall portfolio holdings.

Number of Shares
480,606
Previous 302,674 58.79%
Holding current value
$11.1 Million
Previous $6.91 Million 60.52%
% of portfolio
3.09%
Previous 2.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
BUY
$22.68 - $23.2 $4.04 Million - $4.13 Million
177,932 Added 58.79%
480,606 $11.1 Million
Q2 2025

Jul 23, 2025
BUY
$22.03 - $22.83 $6.67 Million - $6.91 Million
302,674 New
302,674 $6.91 Million

Others Institutions Holding NFLT

# of Institutions
66
Shares Held
10.7M
Call Options Held
0
Put Options Held
0
View Full List

About ETFIS SER TR I VIRTUS NEWFLEET

NFLT Quotes by TradingView
  • Ticker NFLT
  • Sector ETFs
  • Industry ETFs
More about NFLT
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