Institute For Wealth Management, Llc. Wisdomtree Tr Cboe S&P 500 Put Transaction History

Institute For Wealth Management, Llc.

$781 Million
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 30, 2020	SELL	$22.11 - $25.04 $399,859 - $452,848	-18,085 Closed	0 $0
Q1 2020 Apr 29, 2020	SELL	$20.8 - $29.05 $25,147 - $35,121	-1,209 Reduced 6.27%	18,085 $407,000
Q4 2019 Feb 27, 2020	BUY	$26.96 - $28.87 $505,365 - $541,168	18,745 Added 3414.39%	19,294 $549,000
Q4 2019 Jan 27, 2020	SELL	$26.96 - $28.87 $564,731 - $604,739	-20,947 Reduced 97.45%	549 $549,000
Q3 2019 Oct 28, 2019	SELL	$27.53 - $27.79 $243,668 - $245,969	-8,851 Reduced 29.17%	21,496 $594,000
Q2 2019 Aug 02, 2019	BUY	N/A	662 Added 2.23%	30,347 $836,000
Q1 2019 May 15, 2019	SELL	N/A	-25,717 Reduced 46.42%	29,685 $799,000
Q4 2018 Feb 08, 2019	SELL	N/A	-30,844 Reduced 35.76%	55,402 $1.41 Million
Q3 2018 Oct 29, 2018	BUY	N/A	18,676 Added 27.64%	86,246 $2.65 Million
Q2 2018 Aug 10, 2018	SELL	N/A	-2,241 Reduced 3.21%	67,570 $1.99 Million
Q1 2018 May 15, 2018	SELL	N/A	-55,834 Reduced 44.44%	69,811 $2.02 Million
Q4 2017 Feb 12, 2018	BUY	N/A	58,423 Added 86.91%	125,645 $3.65 Million
Q3 2017 Nov 14, 2017	BUY	N/A	18,267 Added 37.31%	67,222 $1.98 Million
Q2 2017 Aug 14, 2017	BUY	N/A	48,955	48,955 $1.42 Million

Others Institutions Holding PUTW

# of Institutions

50

Shares Held

2.08M

Call Options Held

0

Put Options Held

0

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