Capital Analysts, LLC Wisdomtree Tr Cboe S&P 500 Put Transaction History

Capital Analysts, LLC

$3.43 Billion
Q3 2025

A detailed history of Capital Analysts, LLC transactions in Wisdomtree Tr Cboe S&P 500 Put stock. As of the latest transaction made, Capital Analysts, LLC holds 150 shares of PUTW stock, worth $4,620. This represents 0.0% of its overall portfolio holdings.

Number of Shares

150

Holding current value

$4,620

% of portfolio

0.0%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	N/A	150 New	150 $5,000
Q4 2022 Feb 08, 2023	SELL	$29.66 - $31.11 $5,932 - $6,222	-200 Reduced 57.14%	150 $5,000
Q2 2022 Aug 12, 2022	BUY	$31.28 - $35.64 $3,128 - $3,564	100 Added 40.0%	350 $11,000
Q1 2022 May 12, 2022	SELL	$32.81 - $35.25 $21,326 - $22,912	-650 Reduced 72.22%	250 $9,000
Q4 2021 Feb 10, 2022	BUY	$32.3 - $34.69 $29,069 - $31,220	900 New	900 $31,000

Others Institutions Holding PUTW

# of Institutions

Shares Held

4.83M

Call Options Held

7.9K

Put Options Held

Cary Street Partners Financial LLC Richmond, VA

1.01M
Shares

$31.1 Million
0.87% of portfolio
Morgan Stanley New York, NY

494K
Shares

$15.2 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

279K
Shares

$8.6 Million
0.0% of portfolio
Castle Wealth Management LLC

263K
Shares

$8.09 Million
3.78% of portfolio
Granite Bay Wealth Management, LLC

234K
Shares

$7.21 Million
1.93% of portfolio

View Full List

About WISDOMTREE TR CBOE S&P 500 PUT

Ticker PUTW
Sector ETFs
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