Castle Wealth Management LLC Wisdomtree Tr Cboe S&P 500 Put Transaction History
Castle Wealth Management LLC
- $214 Million
- Q3 2025
A detailed history of Castle Wealth Management LLC transactions in Wisdomtree Tr Cboe S&P 500 Put stock. As of the latest transaction made, Castle Wealth Management LLC holds 262,552 shares of PUTW stock, worth $8.09 Million. This represents 3.78% of its overall portfolio holdings.
Number of Shares
262,552
Previous 251,640
4.34%
Holding current value
$8.09 Million
Previous $7.75 Million
4.34%
% of portfolio
3.78%
Previous 4.03%
Shares
7 transactions
Others Institutions Holding PUTW
# of Institutions
79Shares Held
4.33MCall Options Held
0Put Options Held
0-
Cary Street Partners Financial LLC Richmond, VA1.01MShares$31.2 Million0.91% of portfolio
-
Morgan Stanley New York, NY347KShares$10.7 Million0.0% of portfolio
-
Granite Bay Wealth Management, LLC234KShares$7.21 Million1.93% of portfolio
-
Trust Point Inc. La Crosse, WI230KShares$7.08 Million0.62% of portfolio
-
Cetera Investment Advisers Schaumburg, IL181KShares$5.57 Million0.01% of portfolio