Capital Asset Advisory Services LLC Wisdomtree Tr Cboe S&P 500 Put Put Options Transaction History

Capital Asset Advisory Services LLC

$2.13 Billion
Q2 2025

Put Options

2 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form
Q1 2019 Apr 24, 2019	SELL	N/A	-19,500 Closed	0 $0
Q3 2018 Jan 31, 2019	BUY	N/A	19,500 New	19,500 $6,000

Others Institutions Holding PUTW

# of Institutions

73

Shares Held

4M

Call Options Held

0

Put Options Held

0

Cary Street Partners Financial LLC Richmond, VA

1.03M
Shares

$31.8 Million
1.02% of portfolio
Trust Point Inc. La Crosse, WI

361K
Shares

$11.1 Million
1.09% of portfolio
Morgan Stanley New York, NY

296K
Shares

$9.13 Million
0.0% of portfolio
Castle Wealth Management LLC

252K
Shares

$7.75 Million
4.03% of portfolio
Granite Bay Wealth Management, LLC

194K
Shares

$5.97 Million
1.99% of portfolio

About WISDOMTREE TR CBOE S&P 500 PUT

Ticker PUTW
Sector ETFs
Industry ETFs

More about PUTW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Asset Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Asset Advisory Services LLC with notifications on news.