Peak Financial Management, Inc. Etfis Ser Tr I Virtus Newfleet Transaction History
Peak Financial Management, Inc.
- $338 Million
- Q2 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 302,674 shares of NFLT stock, worth $7.02 Million. This represents 2.04% of its overall portfolio holdings.
Number of Shares
302,674Holding current value
$7.02 Million% of portfolio
2.04%Shares
1 transactions
Others Institutions Holding NFLT
# of Institutions
67Shares Held
10.4MCall Options Held
0Put Options Held
0-
Retirement Planning Group3.36MShares$78 Million4.69% of portfolio
-
Atomi Financial Group, Inc. Irvine, CA1.4MShares$32.4 Million1.2% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL743KShares$17.2 Million0.01% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA622KShares$14.4 Million3.1% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ563KShares$13.1 Million0.02% of portfolio