Wade Financial Advisory, Inc Wisdomtree Tr Cboe S&P 500 Put Transaction History
Wade Financial Advisory, Inc
- $292 Million
- Q1 2025
A detailed history of Wade Financial Advisory, Inc transactions in Wisdomtree Tr Cboe S&P 500 Put stock. As of the latest transaction made, Wade Financial Advisory, Inc holds 20,395 shares of PUTW stock, worth $628,166. This represents 0.0% of its overall portfolio holdings.
Number of Shares
20,395Holding current value
$628,166% of portfolio
0.0%Shares
0 transactions
Quarter | Operation | Price Per share | shares change | shares Held | SEC Form |
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Others Institutions Holding PUTW
# of Institutions
70Shares Held
3.91MCall Options Held
0Put Options Held
0-
Cary Street Partners Financial LLC Richmond, VA1.03MShares$31.8 Million1.02% of portfolio
-
Morgan Stanley New York, NY296KShares$9.13 Million0.0% of portfolio
-
Trust Point Inc. La Crosse, WI285KShares$8.77 Million0.81% of portfolio
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Castle Wealth Management LLC235KShares$7.24 Million4.12% of portfolio
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Granite Bay Wealth Management, LLC194KShares$5.97 Million1.99% of portfolio