Puff Wealth Management, LLC Investment Mngers Ser Tr Ii Ax Call Options Transaction History
Puff Wealth Management, LLC
- $57.4 Billion
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding PPI
# of Institutions
39Shares Held
2.92MCall Options Held
0Put Options Held
0-
Hobbs Group Advisors, LLC Columbia, SC839KShares$13 Million4.66% of portfolio
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Astoria Portfolio Advisors Llc.828KShares$12.8 Million5.01% of portfolio
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Vermillion & White Wealth Management Group, LLC Phoenixville, PA262KShares$4.04 Million3.0% of portfolio
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Jane Street Group, LLC New York, NY152KShares$2.34 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC105KShares$1.62 Million0.0% of portfolio