Valley National Advisers Inc Wisdomtree Tr Cboe S&P 500 Put Transaction History

Valley National Advisers Inc

$554 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 08, 2019	SELL	N/A	-5 Closed	0 $0
Q3 2018 Nov 08, 2018	BUY	N/A	5 New	5 $0

Others Institutions Holding PUTW

# of Institutions

68

Shares Held

2.65M

Call Options Held

8.6K

Put Options Held

39.2K

Trust Point Inc. La Crosse, WI

285K
Shares

$8.75 Million
0.81% of portfolio
Castle Wealth Management LLC

235K
Shares

$7.22 Million
4.12% of portfolio
Cary Street Partners Financial LLC Richmond, VA

185K
Shares

$5.7 Million
0.2% of portfolio
Granite Bay Wealth Management, LLC

173K
Shares

$5.32 Million
1.87% of portfolio
Lpl Financial LLC Fort Mill, SC

147K
Shares

$4.53 Million
0.0% of portfolio

About WISDOMTREE TR CBOE S&P 500 PUT

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