Mattern Wealth Management LLC First Tr Exch Trd Fd Viii Firs Transaction History
Mattern Wealth Management LLC
- $422 Million
- Q4 2024
Shares
3 transactions
Others Institutions Holding DEED
# of Institutions
41Shares Held
2.67MCall Options Held
0Put Options Held
0-
Gds Wealth Management906KShares$19.2 Million1.72% of portfolio
-
Guided Capital Wealth Management, LLC Houston, TX301KShares$6.37 Million5.7% of portfolio
-
New Edge Advisors, LLC New Orleans, LA278KShares$5.9 Million0.04% of portfolio
-
Legacy Cg, LLC Plano, TX239KShares$5.07 Million2.0% of portfolio
-
Raymond James & Associates St Petersburg, FL148KShares$3.14 Million0.0% of portfolio