Castle Wealth Management LLC Wisdomtree Tr Cboe S&P 500 Put Transaction History
Castle Wealth Management LLC
- $183 Million
- Q4 2024
A detailed history of Castle Wealth Management LLC transactions in Wisdomtree Tr Cboe S&P 500 Put stock. As of the latest transaction made, Castle Wealth Management LLC holds 221,744 shares of PUTW stock, worth $6.88 Million. This represents 4.02% of its overall portfolio holdings.
Number of Shares
221,744
Previous 204,637
8.36%
Holding current value
$6.88 Million
Previous $6.77 Million
8.43%
% of portfolio
4.02%
Previous 3.58%
Shares
4 transactions
Others Institutions Holding PUTW
# of Institutions
67Shares Held
2.54MCall Options Held
8.6KPut Options Held
39.2K-
Trust Point Inc. La Crosse, WI352KShares$10.9 Million0.8% of portfolio
-
Cary Street Partners Financial LLC Richmond, VA185KShares$5.75 Million0.2% of portfolio
-
Granite Bay Wealth Management, LLC163KShares$5.07 Million2.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL136KShares$4.21 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC134KShares$4.16 Million0.0% of portfolio