Hb Wealth Management, LLC Wisdomtree Tr Cboe S&P 500 Put Transaction History

Hb Wealth Management, LLC

$9.29 Billion
Q3 2024

A detailed history of Hb Wealth Management, LLC transactions in Wisdomtree Tr Cboe S&P 500 Put stock. As of the latest transaction made, Hb Wealth Management, LLC holds 13,578 shares of PUTW stock, worth $462,195. This represents 0.0% of its overall portfolio holdings.

Number of Shares

13,578

Previous 15,224 10.81%

Holding current value

$462,195

Previous $507,000 11.44%

% of portfolio

0.0%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$31.27 - $34.17 $51,470 - $56,243	-1,646 Reduced 10.81%	13,578 $449,000
Q2 2024 Jul 26, 2024	SELL	$31.7 - $33.66 $44,158 - $46,888	-1,393 Reduced 8.38%	15,224 $507,000
Q1 2024 Apr 30, 2024	SELL	$31.37 - $33.58 $58,285 - $62,391	-1,858 Reduced 10.06%	16,617 $553,000
Q4 2023 Jan 16, 2024	BUY	$29.55 - $31.99 $1,359 - $1,471	46 Added 0.25%	18,475 $585,000
Q3 2023 Oct 13, 2023	SELL	$30.61 - $32.95 $437,447 - $470,888	-14,291 Reduced 43.68%	18,429 $566,000
Q2 2023 Jul 13, 2023	SELL	$30.79 - $32.46 $684,738 - $721,877	-22,239 Reduced 40.46%	32,720 $1.06 Million
Q1 2023 Apr 13, 2023	SELL	$29.8 - $31.39 $1.07 Million - $1.12 Million	-35,752 Reduced 39.41%	54,959 $1.71 Million
Q4 2022 Jan 20, 2023	BUY	$29.66 - $31.11 $756,923 - $793,927	25,520 Added 39.15%	90,711 $0
Q3 2022 Oct 19, 2022	BUY	$29.82 - $33.32 $577,136 - $644,875	19,354 Added 42.22%	65,191 $1.94 Million
Q4 2021 Feb 15, 2022	BUY	$32.3 - $34.69 $1.48 Million - $1.59 Million	45,837 New	45,837 $1.58 Million

Others Institutions Holding PUTW

# of Institutions

Shares Held

2.08M

Call Options Held

Put Options Held

View Full List

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 Hb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hb Wealth Management, LLC with notifications on news.

Account

Hb Wealth Management, LLC Wisdomtree Tr Cboe S&P 500 Put Transaction History