Synergy Investment Management, LLC Wisdomtree Tr Cboe S&P 500 Put Transaction History
Synergy Investment Management, LLC
- $166 Billion
- Q2 2025
A detailed history of Synergy Investment Management, LLC transactions in Wisdomtree Tr Cboe S&P 500 Put stock. As of the latest transaction made, Synergy Investment Management, LLC holds 7,621 shares of PUTW stock, worth $234,726. This represents 0.15% of its overall portfolio holdings.
Number of Shares
7,621
Previous 7,473
1.98%
Holding current value
$234,726
Previous $233 Million
4.93%
% of portfolio
0.15%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding PUTW
# of Institutions
79Shares Held
4.33MCall Options Held
0Put Options Held
0-
Cary Street Partners Financial LLC Richmond, VA1.01MShares$31.2 Million0.91% of portfolio
-
Morgan Stanley New York, NY347KShares$10.7 Million0.0% of portfolio
-
Castle Wealth Management LLC263KShares$8.09 Million3.78% of portfolio
-
Granite Bay Wealth Management, LLC234KShares$7.21 Million1.93% of portfolio
-
Trust Point Inc. La Crosse, WI230KShares$7.08 Million0.62% of portfolio