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Wisdomtree Cboe S&p 500 Putwri shares owned by Homrich Berg

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

Historical chart of Homrich Berg investment in Wisdomtree Cboe S&p 500 Putwri

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All positions including Wisdomtree Cboe S&p 500 Putwri held by Homrich Berg 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 Homrich Berg

Quarter filed Position value Share count Share price at filing
2021-09-30 $1.5M 46k 32.55
2021-06-30 $1.5M 46k 31.76
2021-03-31 $1.4M 46k 30.19
2020-12-31 $1.4M 48k 28.54
2020-09-30 $1.3M 48k 26.75
2020-06-30 $1.2M 48k 25.03
2020-03-31 $396k 18k 22.50
2019-12-31 $505k 18k 28.46

More positions owned by Homrich Berg

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange-traded F Ultra Sht Muncpl (JMST)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Home Depot (HD)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Microsoft Corporation (MSFT)

View all positions for Homrich Berg

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