Compass Financial Services Inc Wisdomtree Tr Cboe S&P 500 Put Transaction History
Compass Financial Services Inc
- $206 Billion
- Q2 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 123,480 shares of PUTW stock, worth $3.8 Million. This represents 1.92% of its overall portfolio holdings.
Number of Shares
123,480
Previous 2,527
4786.43%
Holding current value
$3.8 Million
Previous $78.7 Million
4927.05%
% of portfolio
1.92%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding PUTW
# of Institutions
76Shares Held
4.29MCall Options Held
0Put Options Held
0-
Cary Street Partners Financial LLC Richmond, VA1.01MShares$31.2 Million0.91% of portfolio
-
Trust Point Inc. La Crosse, WI361KShares$11.1 Million1.09% of portfolio
-
Morgan Stanley New York, NY347KShares$10.7 Million0.0% of portfolio
-
Castle Wealth Management LLC252KShares$7.75 Million4.03% of portfolio
-
Granite Bay Wealth Management, LLC194KShares$5.97 Million1.99% of portfolio