Valmark Advisers, Inc. Etfis Ser Tr I Virtus Newfleet Transaction History

Valmark Advisers, Inc.

$6.54 Billion
Q1 2025

A detailed history of Valmark Advisers, Inc. transactions in Etfis Ser Tr I Virtus Newfleet stock. As of the latest transaction made, Valmark Advisers, Inc. holds 10,117 shares of NFLT stock, worth $228,846. This represents 0.0% of its overall portfolio holdings.

Number of Shares

10,117

Holding current value

$228,846

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 22, 2025	BUY	$22.31 - $22.79 $225,710 - $230,566	10,117 New	10,117 $228,000

Others Institutions Holding NFLT

# of Institutions

Shares Held

9.9M

Call Options Held

Put Options Held

Retirement Planning Group

3.19M
Shares

$72.2 Million
4.76% of portfolio
Atomi Financial Group, Inc. Irvine, CA

1.24M
Shares

$28.1 Million
1.28% of portfolio
Raymond James Financial Inc St. Petersburg, FL

780K
Shares

$17.7 Million
0.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

545K
Shares

$12.3 Million
0.03% of portfolio
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA

540K
Shares

$12.2 Million
2.99% of portfolio

View Full List

About ETFIS SER TR I VIRTUS NEWFLEET

Ticker NFLT
Sector ETFs
Industry ETFs

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Valmark Advisers, Inc. Etfis Ser Tr I Virtus Newfleet Transaction History