Peak Financial Management, Inc. Etfis Ser Tr I Virtus Newfleet Transaction History
Peak Financial Management, Inc.
- $361 Million
- Q4 2025
A detailed history of Peak Financial Management, Inc. transactions in Etfis Ser Tr I Virtus Newfleet stock. As of the latest transaction made, Peak Financial Management, Inc. holds 511,515 shares of NFLT stock, worth $11.8 Million. This represents 3.27% of its overall portfolio holdings.
Number of Shares
511,515
Previous 480,606
6.43%
Holding current value
$11.8 Million
Previous $11.1 Million
6.38%
% of portfolio
3.27%
Previous 3.09%
Shares
3 transactions
Others Institutions Holding NFLT
# of Institutions
66Shares Held
12.2MCall 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