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

Palumbo Wealth Management LLC

$370 Million
Q3 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 32,165 shares of JOET stock, worth $1.35 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

32,165

Previous 35,231 8.7%

Holding current value

$1.35 Million

Previous $1.43 Million 3.08%

% of portfolio

0.37%

Previous 0.46%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$40.38 - $43.07 $123,805 - $132,052	-3,066 Reduced 8.7%	32,165 $1.38 Million
Q2 2025 Jul 15, 2025	SELL	$32.81 - $40.9 $35,270 - $43,967	-1,075 Reduced 2.96%	35,231 $1.43 Million
Q1 2025 Apr 22, 2025	SELL	$35.58 - $40.4 $90,302 - $102,535	-2,538 Reduced 6.53%	36,306 $1.33 Million
Q4 2024 Jan 30, 2025	SELL	$36.56 - $41.07 $15,830 - $17,783	-433 Reduced 1.1%	38,844 $1.47 Million
Q3 2024 Oct 28, 2024	SELL	$32.43 - $36.78 $12,680 - $14,380	-391 Reduced 0.99%	39,277 $1.44 Million

Q2 2024 Aug 02, 2024	SELL	$32.12 - $34.33 $75,417 - $80,606	-2,348 Reduced 5.59%	39,668 $1.36 Million
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	$24.69 - $28.59 $306,328 - $354,716	12,407 Added 52.83%	35,890 $958,000
Q3 2022 Nov 14, 2022	BUY	$24.56 - $28.29 $60,810 - $70,046	2,476 Added 11.79%	23,483 $577,000
Q2 2022 Aug 12, 2022	BUY	$24.36 - $30.13 $235,463 - $291,236	9,666 Added 85.23%	21,007 $527,000
Q1 2022 May 10, 2022	BUY	$27.69 - $32.74 $314,032 - $371,304	11,341 New	11,341 $341,000

Others Institutions Holding JOET

# of Institutions

Shares Held

2.83M

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