Compass Financial Services Inc Wisdomtree Tr Cboe S&P 500 Put Transaction History
Compass Financial Services Inc
- $226 Billion
- Q3 2025
A detailed history of Compass Financial Services Inc transactions in Wisdomtree Tr Cboe S&P 500 Put stock. As of the latest transaction made, Compass Financial Services Inc holds 135,804 shares of PUTW stock, worth $4.18 Million. This represents 2.0% of its overall portfolio holdings.
Number of Shares
135,804
Previous 123,480
9.98%
Holding current value
$4.18 Million
Previous $3.96 Billion
14.2%
% of portfolio
2.0%
Previous 1.92%
Shares
3 transactions
Others Institutions Holding PUTW
# of Institutions
80Shares Held
4.83MCall Options Held
7.9KPut Options Held
0-
Cary Street Partners Financial LLC Richmond, VA1.01MShares$31.1 Million0.87% of portfolio
-
Morgan Stanley New York, NY494KShares$15.2 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC279KShares$8.6 Million0.0% of portfolio
-
Castle Wealth Management LLC263KShares$8.09 Million3.78% of portfolio
-
Granite Bay Wealth Management, LLC234KShares$7.21 Million1.93% of portfolio