Palumbo Wealth Management LLC Virtus ETF Tr Ii Virtus Terran Transaction History
Palumbo Wealth Management LLC
- $289 Million
- Q1 2025
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 36,306 shares of JOET stock, worth $1.33 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
36,306
Previous 38,844
6.53%
Holding current value
$1.33 Million
Previous $1.47 Million
9.54%
% of portfolio
0.46%
Previous 0.57%
Shares
13 transactions
Others Institutions Holding JOET
# of Institutions
36Shares Held
1.51MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA264KShares$9.65 Million0.0% of portfolio
-
Ahrens Investment Partners LLC189KShares$6.91 Million2.6% of portfolio
-
Morgan Stanley New York, NY177KShares$6.46 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC138KShares$5.03 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC83.5KShares$3.05 Million0.0% of portfolio