Puff Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Puff Wealth Management, LLC
- $107 Billion
- Q1 2025
A detailed history of Puff Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Puff Wealth Management, LLC holds 27,526 shares of SPDW stock, worth $1.03 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
27,526
Previous 34,808
20.92%
Holding current value
$1.03 Million
Previous $1.19 Billion
15.64%
% of portfolio
0.94%
Previous 2.07%
Shares
2 transactions
Others Institutions Holding SPDW
# of Institutions
1,059Shares Held
546MCall Options Held
2.4KPut Options Held
2.1K-
Creative Planning Overland Park, KS68.7MShares$2.58 Billion2.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.51 Billion4.81% of portfolio
-
Allworth Financial LP31.7MShares$1.19 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC28MShares$1.05 Billion0.4% of portfolio
-
Auto Owners Insurance CO Lansing, MI22MShares$825 Million17.44% of portfolio