Puff Wealth Management, LLC Investment Mngers Ser Tr Ii Ax Transaction History
Puff Wealth Management, LLC
- $57.4 Billion
- Q4 2024
A detailed history of Puff Wealth Management, LLC transactions in Investment Mngers Ser Tr Ii Ax stock. As of the latest transaction made, Puff Wealth Management, LLC holds 47,946 shares of PPI stock, worth $698,093. This represents 1.21% of its overall portfolio holdings.
Number of Shares
47,946Holding current value
$698,093% of portfolio
1.21%Shares
1 transactions
Others Institutions Holding PPI
# of Institutions
48Shares Held
2.86MCall Options Held
0Put Options Held
0-
Astoria Portfolio Advisors Llc.828KShares$12.1 Million5.01% of portfolio
-
Hobbs Group Advisors, LLC Columbia, SC740KShares$10.8 Million4.03% of portfolio
-
Vermillion & White Wealth Management Group, LLC Phoenixville, PA205KShares$2.99 Million2.19% of portfolio
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Lpl Financial LLC Fort Mill, SC104KShares$1.52 Million0.0% of portfolio
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Armis Advisers, LLC Atlanta, GA85.6KShares$1.25 Million0.15% of portfolio