Mark Sheptoff Financial Planning, LLC Etfis Ser Tr I Virtus Newfleet Transaction History

Mark Sheptoff Financial Planning, LLC

  • $197 Million
  • Q3 2025

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Etfis Ser Tr I Virtus Newfleet stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 549 shares of NFLT stock, worth $12,665. This represents 0.01% of its overall portfolio holdings.

Number of Shares
549
Previous 450 22.0%
Holding current value
$12,665
Previous $10,000 20.0%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$22.68 - $23.2 $2,245 - $2,296
99 Added 22.0%
549 $12,000
Q2 2024

Aug 12, 2024
BUY
$21.99 - $22.55 $9,895 - $10,147
450 New
450 $10,000

Others Institutions Holding NFLT

# of Institutions
65
Shares Held
12.1M
Call Options Held
0
Put Options Held
0
View Full List

About ETFIS SER TR I VIRTUS NEWFLEET

NFLT Quotes by TradingView
  • Ticker NFLT
  • Sector ETFs
  • Industry ETFs
More about NFLT
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