Wade Financial Advisory, Inc Wisdomtree Tr Cboe S&P 500 Put Transaction History
Wade Financial Advisory, Inc
- $292 Million
- Q1 2025
A detailed history of Wade Financial Advisory, Inc transactions in Wisdomtree Tr Cboe S&P 500 Put stock. As of the latest transaction made, Wade Financial Advisory, Inc holds 20,395 shares of PUTW stock, worth $628,166. This represents 0.0% of its overall portfolio holdings.
Number of Shares
20,395Holding current value
$628,166% of portfolio
0.0%Shares
0 transactions
| Quarter | Operation | Price Per share | shares change | shares Held | SEC Form |
|---|
Others Institutions Holding PUTW
# of Institutions
83Shares Held
5.01MCall 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
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Lpl Financial LLC Fort Mill, SC279KShares$8.6 Million0.0% of portfolio
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Castle Wealth Management LLC263KShares$8.09 Million3.78% of portfolio
-
Granite Bay Wealth Management, LLC234KShares$7.21 Million1.93% of portfolio