Ifp Advisors, Inc Wisdomtree Tr Cboe S&P 500 Put Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 07, 2023	SELL	$29.66 - $31.11 $9,609 - $10,079	-324 Reduced 30.22%	748 $22,000
Q3 2022 Nov 08, 2022	SELL	$29.82 - $33.32 $5,367 - $5,997	-180 Reduced 14.38%	1,072 $36,000
Q2 2022 Sep 06, 2022	BUY	$31.28 - $35.64 $39,162 - $44,621	1,252 New	1,252 $38,000
Q2 2022 Aug 12, 2022	SELL	$31.28 - $35.64 $39,162 - $44,621	-1,252 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$32.81 - $35.25 $41,078 - $44,133	1,252 New	1,252 $0
Q3 2021 Oct 06, 2021	SELL	$31.43 - $33.2 $0 - $0	0 Closed	0 $0
Q2 2021 Jul 13, 2021	BUY	$29.95 - $31.8 $0 - $0	0 New	0 $0
Q1 2021 Apr 30, 2021	BUY	$28.39 - $30.2 $0 - $0	0 New	0 $0
Q4 2020 Jan 25, 2021	BUY	$25.94 - $28.75 $0 - $0	0 New	0 $0
Q3 2020 Oct 29, 2020	BUY	$25.02 - $26.84 $0 - $0	0 New	0 $0
Q2 2020 Aug 05, 2020	SELL	$22.11 - $25.04 $57,684 - $65,329	-2,609 Closed	0 $0
Q1 2020 May 12, 2020	BUY	$20.8 - $29.05 $811 - $1,132	39 Added 1.52%	2,609 $58,000
Q4 2019 Jan 17, 2020	BUY	$26.96 - $28.87 $69,287 - $74,195	2,570 New	2,570 $73,000
Q3 2019 Nov 07, 2019	BUY	$27.53 - $27.79 $0 - $0	0 New	0 $0
Q1 2019 May 15, 2019	SELL	N/A	-285 Closed	0 $0
Q3 2018 Oct 25, 2018	SELL	N/A	-72 Reduced 20.17%	285 $0
Q4 2017 Jan 24, 2018	BUY	N/A	357	357 $0

Others Institutions Holding PUTW

# of Institutions

50

Shares Held

1.8M

Call Options Held

0

Put Options Held

0

Crabel Capital Management, LLC Milwaukee, WI

405K
Shares

$13.4 Million
16.61% of portfolio
Trust Point Inc. La Crosse, WI

233K
Shares

$7.71 Million
0.62% of portfolio
Avestar Capital, LLC

136K
Shares

$4.5 Million
0.47% of portfolio
Opes Wealth Management LLC Menlo Park, CA

83.1K
Shares

$2.75 Million
0.58% of portfolio
Granite Bay Wealth Management, LLC

70.5K
Shares

$2.34 Million
1.31% of portfolio

About WISDOMTREE TR CBOE S&P 500 PUT

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