Simplicity Wealth,Llc Etfis Ser Tr I Virtus Newfleet Transaction History

Simplicity Wealth,Llc

$1.04 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 10, 2024	BUY	$21.99 - $22.55 $536,775 - $550,445	24,410 Added 65.65%	61,593 $1.37 Million
Q1 2024 Apr 24, 2024	BUY	$22.23 - $22.61 $826,578 - $840,707	37,183 New	37,183 $834,000

Others Institutions Holding NFLT

# of Institutions

55

Shares Held

6.49M

Call Options Held

0

Put Options Held

0

Retirement Planning Group

1.54M
Shares

$35.1 Million
2.25% of portfolio
Atomi Financial Group, Inc. Irvine, CA

675K
Shares

$15.4 Million
0.97% of portfolio
Strategic Planning Group, LLC Bountiful, UT

641K
Shares

$14.6 Million
2.91% of portfolio
Lpl Financial LLC Fort Mill, SC

528K
Shares

$12 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

431K
Shares

$9.8 Million
0.01% of portfolio

About ETFIS SER TR I VIRTUS NEWFLEET

Ticker NFLT
Sector ETFs
Industry ETFs

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