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Wisdomtree Cboe S&p 500 Putwri shares owned by Castle Wealth Management

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

Historical chart of Castle Wealth Management 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 Castle Wealth Management 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 Castle Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.8M 205k 33.10
2024-06-30 $1.5M 46k 33.36
2024-03-31 $654k 20k 33.30

More positions owned by Castle Wealth Management

Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)
Pimco Etf Tr Multisector Bd (PYLD)
T Rowe Price Etf Floating Rate (TFLR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Wisdomtree Tr Putwrite Strat (PUTW)
Etf Ser Solutions Bahl Gaynor Sml (SMIG)
Matthews Asia Fds Emerging Markets (MEMX)
Apple (AAPL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Pacer Fds Tr Developed Mrkt (ICOW)
Ishares Tr Core S&p Mcp Etf (IJH)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Global X Fds Us Infr Dev Etf (PAVE)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)

View all positions for Castle Wealth Management

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