Pinnacle Wealth Management Advisory Group, LLC Wisdomtree Tr Cboe S&P 500 Put Transaction History

Pinnacle Wealth Management Advisory Group, LLC

$1.04 Billion
Q3 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 May 08, 2020	SELL	$20.8 - $29.05 $253,136 - $353,538	-12,170 Closed	0 $0
Q4 2019 Feb 05, 2020	SELL	$26.96 - $28.87 $37,204 - $39,840	-1,380 Reduced 10.18%	12,170 $347,000
Q3 2019 Nov 06, 2019	BUY	$27.53 - $27.79 $30,833 - $31,124	1,120 Added 9.01%	13,550 $374,000
Q2 2019 Aug 08, 2019	BUY	N/A	280 Added 2.3%	12,430 $342,000
Q1 2019 May 09, 2019	BUY	N/A	12,150 New	12,150 $327,000

Others Institutions Holding PUTW

# of Institutions

Shares Held

2.08M

Call Options Held

Put Options Held

Trust Point Inc. La Crosse, WI

229K
Shares

$7.83 Million
0.57% of portfolio
Castle Wealth Management LLC

205K
Shares

$6.99 Million
3.58% of portfolio
Crabel Capital Management, LLC Milwaukee, WI

153K
Shares

$5.22 Million
3.56% of portfolio
Morgan Stanley New York, NY

127K
Shares

$4.35 Million
0.0% of portfolio
Avestar Capital, LLC

123K
Shares

$4.2 Million
0.43% of portfolio

View Full List

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