Back to STT-PG

PUFF WEALTH MANAGEMENT, LLC → STT-PG

PUFF WEALTH MANAGEMENT, LLC STT-PG Position History

State Street Corporation • Banking

Quarters held
14
Latest value
$1.5M
Q3 2026
Peak value
$4.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$3.5M
Q4 2025$2.2M
Q4 2025$2.5M
Q4 2025$1.1M
Q2 2026$4.4M
Q2 2026$893K
Q2 2026$1.7M
Q2 2026$895K
Q2 2026$1.4M
Q3 2026$3.3M
Q3 2026$960K
Q3 2026$2M
Q3 2026$982K
Q3 2026$1.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.5M53.5K——
Q3 2026$982K34.2K——
Q3 2026$2M21.7K——
Q3 2026$960K35.2K——
Q3 2026$3.3M64.9K——
Q2 2026$1.4M48.1K——
Q2 2026$895K30.9K——
Q2 2026$1.7M19.2K——
Q2 2026$893K31.5K——
Q2 2026$4.4M86.4K——
Q4 2025$1.1M40.1K——
Q4 2025$2.5M30.9K——
Q4 2025$2.2M77.5K——
Q4 2025$3.5M77.9K——

Other funds holding STT-PG

Other PUFF WEALTH MANAGEMENT, LLC positions

AAPL

APPLE INC

$6.9M
AAPL

APPLE INC

$5.8M
AAPL

APPLE INC

$5.7M
NVDA

NVIDIA CORPORATION

$3.6M
FPF

FIRST TR EXCHANGE TRADED FD

$3.5M
NVDA

NVIDIA CORPORATION

$3.2M
PDI

PIMCO ETF TR

$3.2M
NVDA

NVIDIA CORPORATION

$3.1M