Palumbo Wealth Management LLC Virtus ETF Tr Ii Virtus Terran Call Options Transaction History
Palumbo Wealth Management LLC
- $308 Million
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding JOET
# of Institutions
40Shares Held
2.05MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY318KShares$12.9 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA302KShares$12.3 Million0.0% of portfolio
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Bank Of America Corp Charlotte, NC208KShares$8.44 Million0.0% of portfolio
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Ahrens Investment Partners LLC189KShares$7.66 Million2.6% of portfolio
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Lpl Financial LLC Fort Mill, SC135KShares$5.49 Million0.0% of portfolio