Granite Bay Wealth Management, LLC PUTW Holdings History
Granite Bay Wealth Management, LLC's WisdomTree PutWrite Strategy Fund Holding Summary
As of 2025-06-30, Granite Bay Wealth Management, LLC held 193,765.00 shares of WisdomTree PutWrite Strategy Fund(PUTW), totaling $6.21 Mil. This investment constitutes 2% of their stock portfolio, and Granite Bay Wealth Management, LLC now holds 2.41% of the outstanding WisdomTree PutWrite Strategy Fund(PUTW) stock.
The initial trade took place in 2025Q2. And since then Granite Bay Wealth Management, LLC has made 1 purchases of PUTW, at an average price of $31.11, for a total of 193,765.00 shares. Based on historical transaction data and PUTW's current price of $30.15, Granite Bay Wealth Management, LLC's estimated gain on his PUTW holdings is $-186,130.66, reflecting a -3.09% gain to date.
Granite Bay Wealth Management, LLC PUTW ($30.15) Holding Chart
Granite Bay Wealth Management, LLC PUTW ($30.15) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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