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 15,224 shares of PUTW stock, worth $501,935. This represents 0.01% of its overall portfolio holdings.

Number of Shares
15,224
Previous 16,617 8.38%
Holding current value
$501,935
Previous $553,000 8.32%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About WISDOMTREE TR CBOE S&P 500 PUT


  • Ticker PUTW
  • Sector ETFs
  • Industry ETFs
More about PUTW
Track This Portfolio

Track Hb Wealth Management, LLC Portfolio

Follow Hb Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.