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 $6.88 Million. This represents 2.04% of its overall portfolio holdings.
Number of Shares
302,674Holding current value
$6.88 Million% of portfolio
2.04%Shares
1 transactions
Others Institutions Holding NFLT
# of Institutions
70Shares Held
10.2MCall Options Held
0Put Options Held
0-
Retirement Planning Group3.19MShares$72.5 Million4.76% of portfolio
-
Atomi Financial Group, Inc. Irvine, CA1.24MShares$28.3 Million1.28% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL780KShares$17.7 Million0.01% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA622KShares$14.1 Million3.1% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ545KShares$12.4 Million0.03% of portfolio