Visionary Wealth Advisors Wisdomtree Tr Cboe S&P 500 Put Transaction History
Visionary Wealth Advisors
- $1.82 Billion
- Q2 2025
A detailed history of Visionary Wealth Advisors transactions in Wisdomtree Tr Cboe S&P 500 Put stock. As of the latest transaction made, Visionary Wealth Advisors holds 34,099 shares of PUTW stock, worth $1.05 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
34,099
Previous 22,747
49.91%
Holding current value
$1.05 Million
Previous $708,000
48.31%
% of portfolio
0.06%
Previous 0.05%
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