Ever Source Wealth Advisors, LLC Etfis Ser Tr I Virtus Newfleet Transaction History
Ever Source Wealth Advisors, LLC
- $2.2 Billion
- Q3 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Etfis Ser Tr I Virtus Newfleet stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 56,424 shares of NFLT stock, worth $1.3 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
56,424
Previous 40,004
41.05%
Holding current value
$1.3 Million
Previous $913,000
42.61%
% of portfolio
0.06%
Previous 0.05%
Shares
7 transactions
Others Institutions Holding NFLT
# of Institutions
65Shares Held
12.1MCall Options Held
0Put Options Held
0-
Retirement Planning Group3.66MShares$84.3 Million4.14% of portfolio
-
Atomi Financial Group, Inc. Irvine, CA1.57MShares$36.2 Million1.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.29MShares$29.7 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL735KShares$17 Million0.01% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA625KShares$14.4 Million2.92% of portfolio