Institute For Wealth Management, Llc. Virtus ETF Tr Ii Virtus Terran Transaction History
Institute For Wealth Management, Llc.
- $911 Million
- Q4 2025
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 36,851 shares of JOET stock, worth $1.54 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
36,851
Previous 37,089
0.64%
Holding current value
$1.54 Million
Previous $1.6 Million
3.2%
% of portfolio
0.17%
Previous 0.17%
Shares
11 transactions
Others Institutions Holding JOET
# of Institutions
51Shares Held
2.84MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY612KShares$25.7 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA482KShares$20.2 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC198KShares$8.31 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC196KShares$8.21 Million0.0% of portfolio
-
Ahrens Investment Partners LLC189KShares$7.92 Million2.6% of portfolio