Puff Wealth Management, LLC First Tr Morningstar Dividend Transaction History

Puff Wealth Management, LLC

  • $65.8 Billion
  • Q3 2025

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 7,024 shares of FDL stock, worth $306,457. This represents 0.46% of its overall portfolio holdings.

Number of Shares
7,024
Previous 7,054 0.43%
Holding current value
$306,457
Previous $295 Million 3.24%
% of portfolio
0.46%
Previous 0.22%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 06, 2025
SELL
$41.96 - $44.59 $1,258 - $1,337
-30 Reduced 0.43%
7,024 $305 Million
Q2 2025

Aug 15, 2025
BUY
$38.19 - $43.19 $1,107 - $1,252
29 Added 0.41%
7,054 $295 Million
Q1 2025

Apr 16, 2025
BUY
$39.69 - $43.83 $555 - $613
14 Added 0.2%
7,025 $305 Million
Q4 2024

Jan 30, 2025
BUY
$39.59 - $43.95 $277,565 - $308,133
7,011 New
7,011 $282 Million

Others Institutions Holding FDL

# of Institutions
483
Shares Held
86.3M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR MORNINGSTAR DIVIDEND

FDL Quotes by TradingView
  • Ticker FDL
  • Sector ETFs
  • Industry ETFs
More about FDL
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