Puff Wealth Management, LLC First Trust Us Equity Opportun Transaction History
Puff Wealth Management, LLC
- $65.8 Billion
- Q3 2025
A detailed history of Puff Wealth Management, LLC transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Puff Wealth Management, LLC holds 1,852 shares of FPX stock, worth $291,152. This represents 0.47% of its overall portfolio holdings.
Number of Shares
1,852
Previous 7,054
73.75%
Holding current value
$291,152
Previous $268 Million
14.86%
% of portfolio
0.47%
Previous 0.2%
Shares
4 transactions
Others Institutions Holding FPX
# of Institutions
222Shares Held
3.67MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY660KShares$104 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC486KShares$76.4 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA329KShares$51.7 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL157KShares$24.6 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC113KShares$17.8 Million0.0% of portfolio