Castle Wealth Management LLC Wisdomtree Tr Cboe S&P 500 Put Transaction History
Castle Wealth Management LLC
- $192 Million
- Q2 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 251,640 shares of PUTW stock, worth $7.75 Million. This represents 4.03% of its overall portfolio holdings.
Number of Shares
251,640
Previous 235,067
7.05%
Holding current value
$7.75 Million
Previous $7.32 Million
5.89%
% of portfolio
4.03%
Previous 4.12%
Shares
6 transactions
Others Institutions Holding PUTW
# of Institutions
72Shares Held
4.23MCall Options Held
0Put Options Held
0-
Cary Street Partners Financial LLC Richmond, VA1.03MShares$31.8 Million1.02% of portfolio
-
Trust Point Inc. La Crosse, WI361KShares$11.1 Million1.09% of portfolio
-
Morgan Stanley New York, NY296KShares$9.13 Million0.0% of portfolio
-
Granite Bay Wealth Management, LLC194KShares$5.97 Million1.99% of portfolio
-
Cetera Investment Advisers Schaumburg, IL181KShares$5.57 Million0.01% of portfolio