Retirement Group, LLC Virtus ETF Tr Ii Virtus Terran Transaction History

Retirement Group, LLC

$268 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 04, 2022	BUY	$24.36 - $30.13 $511 - $632	21 Added 100.0%	42 $1,000
Q4 2020 Feb 22, 2021	SELL	$24.69 - $26.15 $6,073 - $6,432	-246 Reduced 92.13%	21 $0
Q3 2020 Sep 08, 2021	BUY	N/A	267 New	267 $28,000

Others Institutions Holding JOET

# of Institutions

34

Shares Held

1.18M

Call Options Held

0

Put Options Held

0

Ahrens Investment Partners LLC

189K
Shares

$7.01 Million
2.6% of portfolio
Wells Fargo & Company San Francisco, CA

183K
Shares

$6.79 Million
0.0% of portfolio
New Edge Advisors, LLC New Orleans, LA

129K
Shares

$4.8 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

116K
Shares

$4.3 Million
0.0% of portfolio
Total Clarity Wealth Management, Inc.

97.9K
Shares

$3.63 Million
1.19% of portfolio

About VIRTUS ETF TR II VIRTUS TERRAN

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