Puff Wealth Management, LLC First Trust Us Equity Opportun Transaction History
Puff Wealth Management, LLC
- $137 Billion
- Q2 2025
A detailed history of Puff Wealth Management, LLC transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Puff Wealth Management, LLC holds 7,054 shares of FPX stock, worth $1.08 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
7,054
Previous 1,841
283.16%
Holding current value
$1.08 Million
Previous $206 Million
30.23%
% of portfolio
0.2%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding FPX
# of Institutions
197Shares Held
3.4MCall Options Held
1.5KPut Options Held
0-
Morgan Stanley New York, NY580KShares$89.2 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC470KShares$72.3 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA314KShares$48.3 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL146KShares$22.4 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC113KShares$17.4 Million0.0% of portfolio