Puff Wealth Management, LLC COLLABORATIVE INVESTMNT SER Transaction History

Puff Wealth Management, LLC

  • $65.8 Billion
  • Q3 2025
Number of Shares
11,391
Previous 14,908 23.59%
Holding current value
$289 Million
Previous $374 Million 22.64%
% of portfolio
0.44%
Previous 0.27%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 06, 2025
SELL
N/A
-3,517 Reduced 23.59%
11,391 $289 Million
Q2 2025

Aug 15, 2025
BUY
N/A
3,443 Added 30.03%
14,908 $374 Million
Q1 2025

Apr 16, 2025
BUY
N/A
11,465 New
11,465 $287 Million
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