Concurrent Investment Advisors, LLC Wisdomtree Tr Cboe S&P 500 Put Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Wisdomtree Tr Cboe S&P 500 Put stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 6,178 shares of PUTW stock, worth $190,282. This represents 0.0% of its overall portfolio holdings.
Number of Shares
6,178Holding current value
$190,282% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding PUTW
# of Institutions
79Shares Held
4.31MCall Options Held
0Put Options Held
0-
Cary Street Partners Financial LLC Richmond, VA1.01MShares$31.2 Million0.91% of portfolio
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Morgan Stanley New York, NY347KShares$10.7 Million0.0% of portfolio
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Castle Wealth Management LLC252KShares$7.75 Million4.03% of portfolio
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Granite Bay Wealth Management, LLC234KShares$7.21 Million1.93% of portfolio
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Trust Point Inc. La Crosse, WI230KShares$7.08 Million0.62% of portfolio