Puff Wealth Management, LLC Investment Mngers Ser Tr Ii Ax Transaction History

Puff Wealth Management, LLC

  • $77.4 Billion
  • Q4 2025

A detailed history of Puff Wealth Management, LLC transactions in Investment Mngers Ser Tr Ii Ax stock. As of the latest transaction made, Puff Wealth Management, LLC holds 104,549 shares of PPI stock, worth $1.92 Million. This represents 2.57% of its overall portfolio holdings.

Number of Shares
104,549
Previous 67,154 55.69%
Holding current value
$1.92 Million
Previous $1.23 Billion 61.44%
% of portfolio
2.57%
Previous 1.87%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
BUY
$18.36 - $19.17 $686,572 - $716,862
37,395 Added 55.69%
104,549 $1.99 Billion
Q3 2025

Oct 06, 2025
BUY
$16.28 - $18.33 $236,825 - $266,646
14,547 Added 27.65%
67,154 $1.23 Billion
Q2 2025

Aug 15, 2025
BUY
$12.75 - $16.34 $43,503 - $55,752
3,412 Added 6.94%
52,607 $860 Million
Q1 2025

Apr 16, 2025
BUY
$14.01 - $15.76 $17,498 - $19,684
1,249 Added 2.61%
49,195 $713 Million
Q4 2024

Jan 30, 2025
BUY
$14.4 - $15.75 $690,422 - $755,149
47,946 New
47,946 $695 Million

Others Institutions Holding PPI

# of Institutions
47
Shares Held
3.13M
Call Options Held
0
Put Options Held
0
View Full List

About INVESTMENT MNGERS SER TR II AX

PPI Quotes by TradingView
  • Ticker PPI
  • Sector ETFs
  • Industry ETFs
More about PPI
Track This Portfolio

Track Puff Wealth Management, LLC Portfolio

Follow Puff Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Puff Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Puff Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email