Heritage Wealth Architects, Inc. Etfis Ser Tr I Virtus Newfleet Transaction History
Heritage Wealth Architects, Inc.
- $214 Billion
- Q4 2025
A detailed history of Heritage Wealth Architects, Inc. transactions in Etfis Ser Tr I Virtus Newfleet stock. As of the latest transaction made, Heritage Wealth Architects, Inc. holds 34,424 shares of NFLT stock, worth $794,161. This represents 0.37% of its overall portfolio holdings.
Number of Shares
34,424
Previous 31,189
10.37%
Holding current value
$794,161
Previous $719 Million
10.56%
% of portfolio
0.37%
Previous 0.44%
Shares
4 transactions
Others Institutions Holding NFLT
# of Institutions
68Shares Held
12.3MCall 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, GA658KShares$15.2 Million2.84% of portfolio