Puff Wealth Management, LLC First Tr Morningstar Dividend Transaction History

Puff Wealth Management, LLC

  • $107 Billion
  • Q1 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 7,025 shares of FDL stock, worth $289,149. This represents 0.29% of its overall portfolio holdings.

Number of Shares
7,025
Previous 7,011 0.2%
Holding current value
$289,149
Previous $282 Million 8.12%
% of portfolio
0.29%
Previous 0.49%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
450
Shares Held
70.2M
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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