Summit Financial, LLC Etfis Ser Tr I Virtus Newfleet Transaction History

Summit Financial, LLC

$6 Billion
Q3 2025

A detailed history of Summit Financial, LLC transactions in Etfis Ser Tr I Virtus Newfleet stock. As of the latest transaction made, Summit Financial, LLC holds 18,853 shares of NFLT stock, worth $434,938. This represents 0.01% of its overall portfolio holdings.

Number of Shares

18,853

Holding current value

$434,938

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 14, 2025	BUY	$22.68 - $23.2 $427,586 - $437,389	18,853 New	18,853 $435,000

Others Institutions Holding NFLT

# of Institutions

Shares Held

12.1M

Call Options Held

Put Options Held

Retirement Planning Group

3.66M
Shares

$84.3 Million
4.14% of portfolio
Atomi Financial Group, Inc. Irvine, CA

1.57M
Shares

$36.2 Million
1.17% of portfolio
Lpl Financial LLC Fort Mill, SC

1.29M
Shares

$29.7 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

735K
Shares

$17 Million
0.01% of portfolio
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA

625K
Shares

$14.4 Million
2.92% of portfolio

View Full List

About ETFIS SER TR I VIRTUS NEWFLEET

Ticker NFLT
Sector ETFs
Industry ETFs

More about NFLT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial, LLC with notifications on news.

Account

Summit Financial, LLC Etfis Ser Tr I Virtus Newfleet Transaction History