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Wisdomtree Cboe S&p 500 Putwri shares owned by Arkadios Wealth Advisors

Quarter-by-quarter ownership of Wisdomtree Cboe S&p 500 Putwri (PUTW) shares owned by Arkadios Wealth Advisors from 13F filings

Historical chart of Arkadios Wealth Advisors investment in Wisdomtree Cboe S&p 500 Putwri

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Cboe S&p 500 Putwri held by Arkadios Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Cboe S&p 500 Putwri by Arkadios Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 50k 33.10
2024-06-30 $394k 12k 33.36
2021-03-31 $1.0k 44 22.73

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View all positions for Arkadios Wealth Advisors

Top funds holding Wisdomtree Cboe S&p 500 Putwri

Trust Point
Castle Wealth Management
Avestar Capital
Cary Street Partners Asset Management
LPL Financial
Cary Street Partner Investment Advisory
Opes Wealth Management
Susquehanna International
Granite Bay Wealth Management
Central Trust & Investment
Raymond James Financial Services Advisors
Arkadios Wealth Advisors
Morgan Stanley
Private Capital Management
Cetera Investment Advisers

View all funds holding Wisdomtree Cboe S&p 500 Putwri