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Investment Managers Ser Tr I shares owned by Puff Wealth Management

Quarter-by-quarter ownership of Investment Managers Ser Tr I (PPI) shares owned by Puff Wealth Management from 13F filings

Historical chart of Puff Wealth Management investment in Investment Managers Ser Tr I

23:59:59.999Dec 30, 202423:59:59.999500:00:00Dec 31, 202400:00:00.000500:00:00.001694.731k694.7315k694.732k694.7325k694.733k47.945k47.9455k47.946k47.9465k47.947k
Value ($)Share countHistorical PPI position of Puff Wealth Management Source: stockzoa.comValue ($)Share count

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All positions including Investment Managers Ser Tr I held by Puff Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Investment Managers Ser Tr I by Puff Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $695k 48k 14.49

More positions owned by Puff Wealth Management

Apple (AAPL)
First Tr Exchange-traded Rba Indl Etf (AIRR)
Ea Series Trust Astoria Us Equal (ROE)
Wisdomtree Tr Floatng Rat Trea (USFR)
Meta Platforms Cl A (META)
Spdr Ser Tr Portfolio Intrmd (SPIB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
First Tr Exchange-traded No Amer Energy (EMLP)
Amazon (AMZN)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
First Tr Exchange-traded Senior Ln Fd (FTSL)

View all positions for Puff Wealth Management

Top funds holding Investment Managers Ser Tr I

Hobbs Group Advisors
Astoria Portfolio Advisors
Vermillion & White Wealth Management Group
LPL Financial
Armis Advisers
Latitude Advisors
BlackDiamond Wealth Management
Citadel Advisors
Puff Wealth Management
Onyx Bridge Wealth Group
Private Advisor
Ellis Investment Partners
Flow Traders US
Raymond James Financial
Raymond James Financial Services Advisors

View all funds holding Investment Managers Ser Tr I