Institute For Wealth Management, Llc. Virtus ETF Tr Ii Virtus Terran Transaction History
Institute For Wealth Management, Llc.
- $766 Million
- Q1 2024
A detailed history of Institute For Wealth Management, Llc. transactions in Virtus ETF Tr Ii Virtus Terran stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 42,190 shares of JOET stock, worth $1.46 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
42,190
Previous 42,185
0.01%
Holding current value
$1.46 Million
Previous $1.29 Million
12.21%
% of portfolio
0.19%
Previous 0.21%
Shares
5 transactions
Others Institutions Holding JOET
# of Institutions
27Shares Held
991KCall Options Held
0Put Options Held
0-
Ahrens Investment Partners LLC189KShares$6.52 Million2.6% of portfolio
-
New Edge Advisors, LLC New Orleans, LA134KShares$4.61 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC108KShares$3.74 Million0.0% of portfolio
-
Total Clarity Wealth Management, Inc.96.5KShares$3.33 Million1.2% of portfolio
-
Mutual Advisors, LLC Casper, WY89.3KShares$3.08 Million0.1% of portfolio