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
Others Institutions Holding FDL
# of Institutions
450Shares Held
70.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.11MShares$375 Million0.15% of portfolio
-
Morgan Stanley New York, NY6.99MShares$288 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.16MShares$130 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.01MShares$124 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA2.74MShares$113 Million0.03% of portfolio