Collaborative Wealth Managment Inc. Wisdomtree Tr Cboe S&P 500 Put Transaction History
Collaborative Wealth Managment Inc.
- $238 Million
- Q3 2025
A detailed history of Collaborative Wealth Managment Inc. transactions in Wisdomtree Tr Cboe S&P 500 Put stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 9,200 shares of PUTW stock, worth $283,360. This represents 0.12% of its overall portfolio holdings.
Number of Shares
9,200
Previous 7,093
29.71%
Holding current value
$283,360
Previous $218,000
29.82%
% of portfolio
0.12%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding PUTW
# of Institutions
80Shares Held
4.83MCall Options Held
7.9KPut Options Held
0-
Cary Street Partners Financial LLC Richmond, VA1.01MShares$31.1 Million0.87% of portfolio
-
Morgan Stanley New York, NY494KShares$15.2 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC279KShares$8.6 Million0.0% of portfolio
-
Castle Wealth Management LLC263KShares$8.09 Million3.78% of portfolio
-
Granite Bay Wealth Management, LLC234KShares$7.21 Million1.93% of portfolio