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

Palumbo Wealth Management LLC

  • $389 Million
  • Q4 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 29,406 shares of JOET stock, worth $1.23 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
29,406
Previous 32,165 8.58%
Holding current value
$1.23 Million
Previous $1.38 Million 10.92%
% of portfolio
0.32%
Previous 0.37%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 21, 2026
SELL
$41.84 - $43.17 $115,436 - $119,106
-2,759 Reduced 8.58%
29,406 $1.23 Million
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
51
Shares Held
2.84M
Call Options Held
0
Put Options Held
0
View Full List

About VIRTUS ETF TR II VIRTUS TERRAN

JOET Quotes by TradingView
  • Ticker JOET
  • Sector ETFs
  • Industry ETFs
More about JOET
Track This Portfolio

Track Palumbo Wealth Management LLC Portfolio

Follow Palumbo Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Palumbo Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Palumbo Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email