Puff Wealth Management, LLC Investment Mngers Ser Tr Ii Ax Transaction History
Puff Wealth Management, LLC
- $107 Billion
- Q1 2025
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 49,195 shares of PPI stock, worth $677,907. This represents 0.67% of its overall portfolio holdings.
Number of Shares
49,195
Previous 47,946
2.61%
Holding current value
$677,907
Previous $695 Million
2.61%
% of portfolio
0.67%
Previous 1.21%
Shares
2 transactions
Others Institutions Holding PPI
# of Institutions
48Shares Held
2.86MCall Options Held
0Put Options Held
0-
Astoria Portfolio Advisors Llc.828KShares$11.4 Million5.01% of portfolio
-
Hobbs Group Advisors, LLC Columbia, SC740KShares$10.2 Million4.03% of portfolio
-
Vermillion & White Wealth Management Group, LLC Phoenixville, PA205KShares$2.83 Million2.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC104KShares$1.44 Million0.0% of portfolio
-
Armis Advisers, LLC Atlanta, GA85.6KShares$1.18 Million0.15% of portfolio