Palumbo Wealth Management LLC Virtus ETF Tr Ii Virtus Terran Transaction History

Palumbo Wealth Management LLC

$217 Million
Q1 2024

A detailed history of Palumbo Wealth Management LLC transactions in Virtus ETF Tr Ii Virtus Terran stock. As of the latest transaction made, Palumbo Wealth Management LLC holds 42,016 shares of JOET stock, worth $1.44 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

42,016

Previous 51,744 18.8%

Holding current value

$1.44 Million

Previous $1.59 Million 8.88%

% of portfolio

0.67%

Previous 0.83%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	SELL	$29.86 - $34.42 $290,478 - $334,837	-9,728 Reduced 18.8%	42,016 $1.45 Million
Q4 2023 Jan 22, 2024	SELL	$26.3 - $31.09 $245,878 - $290,660	-9,349 Reduced 15.3%	51,744 $1.59 Million
Q3 2023 Oct 16, 2023	BUY	$27.55 - $29.66 $651,034 - $700,895	23,631 Added 63.08%	61,093 $1.7 Million
Q2 2023 Jul 26, 2023	SELL	$26.83 - $28.77 $12,046 - $12,917	-449 Reduced 1.18%	37,462 $1.08 Million
Q1 2023 May 04, 2023	BUY	$26.19 - $28.28 $52,929 - $57,153	2,021 Added 5.63%	37,911 $1.04 Million

Q4 2022 Feb 13, 2023	BUY	$26.21 - $28.59 $325,187 - $354,716	12,407 Added 52.83%	35,890 $958,000
Q3 2022 Nov 14, 2022	BUY	N/A	2,476 Added 11.79%	23,483 $577,000
Q2 2022 Aug 12, 2022	BUY	N/A	9,666 Added 85.23%	21,007 $527,000
Q1 2022 May 10, 2022	BUY	N/A	11,341 New	11,341 $341,000

Others Institutions Holding JOET

# of Institutions

Shares Held

991K

Call Options Held

Put Options Held

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About VIRTUS ETF TR II VIRTUS TERRAN

Ticker JOET
Sector ETFs
Industry ETFs

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Palumbo Wealth Management LLC Virtus ETF Tr Ii Virtus Terran Transaction History