Puff Wealth Management, LLC First Tr Morningstar Dividend Transaction History
Puff Wealth Management, LLC
- $57.4 Billion
- Q4 2024
A detailed history of Puff Wealth Management, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Puff Wealth Management, LLC holds 7,011 shares of FDL stock, worth $292,288. This represents 0.49% of its overall portfolio holdings.
Number of Shares
7,011Holding current value
$292,288% of portfolio
0.49%Shares
1 transactions
Others Institutions Holding FDL
# of Institutions
400Shares Held
59.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.45MShares$352 Million0.16% of portfolio
-
Morgan Stanley New York, NY6.64MShares$277 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.47MShares$103 Million0.02% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$81 Million0.11% of portfolio
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Ubs Group Ag1.81MShares$75.3 Million0.02% of portfolio