Avantax Advisory Services, Inc. Wisdomtree Tr Cboe S&P 500 Put Transaction History
Avantax Advisory Services, Inc.
- $17.6 Billion
- Q2 2025
A detailed history of Avantax Advisory Services, Inc. transactions in Wisdomtree Tr Cboe S&P 500 Put stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 10,291 shares of PUTW stock, worth $316,962. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,291
Previous 13,917
26.05%
Holding current value
$316,962
Previous $433,000
27.02%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding PUTW
# of Institutions
77Shares Held
4.37MCall 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