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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
2024-03-31 $654k 20k 33.30

More positions owned by Castle Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
T Rowe Price Etf Floating Rate (TFLR)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Etf Ser Solutions Aam Bahl & Gayn (SMIG)
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)
Pacer Fds Tr Developed Mrkt (ICOW)
Ishares Tr Core Div Grwth (DGRO)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Core S&p Mcp Etf (IJH)
American Centy Etf Tr Us Eqt Etf (AVUS)
Apple (AAPL)
Matthews Asia Fds Emerging Markets (MEMX)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Ishares Tr MRGSTR MD CP GRW (IMCG)

View all positions for Castle Wealth Management

Top funds holding Wisdomtree Cboe S&p 500 Putwri

Crabel Capital Management
Trust Point
Fundamentun
Avestar Capital
Raymond James Trust
Opes Wealth Management
Central Trust & Investment
Private Capital Management
Morgan Stanley
LPL Financial
UBS Group
Susquehanna International
Castle Wealth Management
Envestnet Asset Management
Klr Investment Advisors

View all funds holding Wisdomtree Cboe S&p 500 Putwri